Financial Advisor

Mass Mutual - Greater Richmond; Glen Allen (VA); On-site; USD 100,000 - 125,000; Full time

Job summary

Mass Mutual - Greater Richmond is seeking an experienced financial advisor to help clients design and implement strategies to reach their financial goals and secure long-term relationships.

The ideal candidate holds a business or finance degree, 2–3 years in financial services, Life/Health/Annuity licensing, and Series 6/63/65 or 7/66 licensing (preferred). Compensation is $100,000 to $125,000 annually with substantial income potential.

Qualifications

• Bachelor's degree in business or finance.
• 2-3 years of experience in financial services.
• Life, Health, and Annuity Licensed.
• Series 6, 63, and 65 or Series 7, 66 Licensed (Preferred).
• Proven ability in client consultation and relationship building.

Responsibilities

• Collect each client’s financial information to determine financial status, goals, cash flow and 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 suitable based on client risk tolerance and 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 life changes and changing needs.

Skills

Communication skills

Networking

Results-oriented

Enterprising spirit

Financial services understanding

Client consultation

Education

Bachelor's degree in business or finance

Job description

Posted 2 days 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.

• 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

$100,000 - $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.