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Financial Advisor

Mass Mutual - Greater Richmond • Glen Allen, VA, US

Posted 1 day ago

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

  • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs

  • Previous success in customer consultation, relationship management, preferably in financial services

  • Understanding of financial services

  • 2-3 years of previous experience working in the financial services industry

  • Life, Health, and Annuity Licensed

  • Series 6, 63, and 65 or Series 7, 66 Licensed(Preferred)

  • Results-oriented

  • Proficient in networking

  • Enterprising spirit

Compensation

$85,000 - $125,000 yearly

Your Direction, Your Decision

Forward-thinkers wanted! Work in an environment where you are the captain of your destiny.

Achieve success in a career helping others. Recent demographic, economic, and global trends have created enormous opportunities for Financial Professionals.

Complement your own financial goals with a career where your income potential is virtually unlimited and tied to the time and energy you invest. The more you produce, the higher the potential.

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