Financial Advisor

MassMutual Atlantic; Fairfax Station (VA); On-site; USD 95,000 - 125,000; Full time

Job summary

MassMutual Atlantic in Fairfax Station, VA is seeking a seasoned financial planner to deliver personalized investment solutions and help clients work toward long-term goals.

You will build financial plans, cross-check work for accuracy, and support investment professionals in cultivating client relationships.

Qualifications

• Bachelor's degree in Finance or related field.
• 5+ years' of industry experience.
• Strong understanding of the investment business.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Financial planning

Investment knowledge

Client relationship management

Attention to detail

Education

Bachelor's degree in Finance

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business