Financial Advisor

MassMutual Oregon; Lake Oswego (OR); On-site; USD 90,000 - 150,000; Full time

Job summary

MassMutual Oregon is seeking a Wealth Management Advisor to join a client-focused team of independent professionals. You will provide comprehensive financial planning using our platform and coaching to develop your advisory brand.

You will collaborate with investment experts, cultivate client relationships, and prepare thoughtful financial plans with accuracy. A finance-related degree and 4+ years in the industry are required to succeed in this supportive, growth‑minded environment.

Qualifications

• Bachelor's degree in Finance or related field
• 4+ 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 relationships

4+ years experience

Education

Bachelor's degree in Finance or related field

Job description

Join us at MassMutual Oregon, where we're not just a financial planning firm, but a supportive family that values integrity and care. As a Wealth Management Advisor, you'll be part of a vibrant team of independent, client-focused professionals. Here, you'll have the freedom to develop your brand, backed by a firm that prioritizes exceptional client outcomes and fosters a culture of growth and collaboration. We are committed to serving diverse communities with dedication and respect.

In this role, you'll provide comprehensive financial planning using our extensive product platform and advanced planning technology. Enjoy some of the highest net payouts in the industry, with personalized coaching and structured mentorship to ensure your success. Your skills in developing investment strategies and protection planning will empower clients to confidently navigate life's uncertainties. If you're ready to make a meaningful impact and advance your career in a supportive, innovative environment, let's build the future of wealth management together.

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
• 4+ years' of industry experience
• Strong understanding of the investment business