Financial Advisor

MassMutual South Carolina; Charleston (SC); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Unlimited compensation potential

Online study resources for licensing exams

One on One mentorship

Support from a top Broker Dealer

Job summary

MassMutual South Carolina is looking for a dynamic Financial Advisor to join their team in Charleston, SC. In this role, you'll own your book of business and attract new clients while providing tailored investment solutions to help them achieve their long-term financial goals.

The position promises unlimited compensation potential and offers resources such as one-on-one mentorship, study materials for licensing exams, and a culture of collaboration.

Qualifications

• 1-3 years' experience as a Financial Advisor or similar role.
• Exceptional interpersonal and relationship building skills.
• Strong critical thinking skills and ability to solve complex problems.

Responsibilities

• Cultivate client relationships.
• Advise clients on investment strategies.
• Develop in-depth knowledge of products and services.

Skills

Critical thinking

Interpersonal skills

Problem-solving

Client service

Education

Bachelor's degree in finance, business or related field

Tools

Salesforce

Financial planning software

Job description

About Us

MassMutual South Carolina is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. Our strength lies in our holistic approach to serving our clients' financial needs and our commitment to their long-term financial wellbeing. Operating in a fast-paced, team-oriented environment, MassMutual SC fosters a culture of collaboration, continuous learning, and service to community.

The Opportunity

We are seeking a Financial Advisor to join our team. Here at MassMutual SC, you will own your book of business, attract new clients, and nurture those client relationships. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals. You will be able to trust in the fact that you are joining a rapidly-growing company in which you will have the unique ability to greatly impact our future trajectory.

What's In It For You

• Unlimited compensation potential, with fixed or variable compensation options
• Online study resources provided to prepare for the SC Life and Health Exam
• Reimbursement for Life and Health Exam upon completion (and passing)
• One on One mentorship
• Digital Platforms
• Support and resources from a top 7 Broker Dealer locally and nationally
• Culture of collaboration and teamwork

Job Responsibilities

• Cultivate client relationships
• Advise clients on investment strategies, aligning with their financial goals and risk tolerance.
• Develop in-depth knowledge of our products and services to recommend suitable solutions based on client needs.
• Communicate effectively with clients to build long-lasting relationships
• Monitor financial market trends to ensure that the client's plans are effective.
• Complying with all industry rules and regulations, and with the company's policies.

Desired Qualifications

• 1-3 years' experience as a Financial Advisor or similar role.
• Strong critical thinking skills and ability to solve complex problems.
• Exceptional interpersonal and relationship building skills.
• A Bachelor's degree in finance, business or a related field.

Nice-to-Haves

• Health and Life License (preferred but not required).
• Successful completion of FINRA Series 7 and 66 exams (preferred but not required).
• CFP (Certified Financial Planner) certification
• Understanding and experience with financial planning software
• Proven track record of success in a sales role
• Experience with CRM software, ideally Salesforce.
• Passionate about providing excellent client service.