Financial Planner

MassMutual; Lake Oswego (OR); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Licensing support

Mentorship & training

Office space & technology

Hybrid opportunities

Marketing resources

Brand backing

Job summary

MassMutual Oregon is seeking a motivated financial advisor to help clients build lasting financial plans. You will focus on relationship-based guidance and personalized solutions, supported by a comprehensive training program and licensing assistance.

This role welcomes graduates and experienced advisors alike, emphasizes autonomy within a collaborative team, and offers hybrid work options, strong branding, and a path to grow a practice with MassMutual backing.

Qualifications

• Bachelor's degree required.
• Strong communication and relationship-building skills.
• Accountable, self-driven and growth-oriented.
• Experience in leadership, networking or client-facing roles preferred.

Responsibilities

• Build meaningful client relationships and deliver financial solutions.
• Engage in ongoing training, licensing support, and mentorship.
• Grow independent advisory practice with MassMutual backing.
• Collaborate with team to provide personalized financial strategies.

Skills

Relationship focus

Self-driven

Coachable

Professional polish

Leadership experience

Networking

Customer service

Client-facing

Education

Bachelor's degree

Job description

Job Description

About MassMutual Oregon

MassMutual Oregon is the fastest‑growing financial services firm in the state, built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client relationships and delivering innovative financial solutions tailored to each individual’s goals, values, and long‑term vision.

We believe financial planning is deeply personal. That’s why we don’t treat people like account numbers or transactions — we take the time to truly understand their families, priorities, and aspirations. Our advisors focus on building lifelong relationships rooted in trust, service, and personalized strategy, ensuring clients feel supported not just financially, but personally as well.

We provide a comprehensive training and onboarding support system designed to help you, the advisor grow your practice, whether you are brand‑new to the career or a seasoned advisor.

Who We’re Looking For

We are seeking a highly motivated, entrepreneurial professional who wants to build something meaningful while making a long‑term impact in the lives of clients and in the Oregon communities.

The Ideal Candidate Is

• Relationship‑focused and client‑centered
• Bachelors degree
• Accountable and self‑driven
• Coachable and growth‑oriented
• Professionally polished
• Experienced in leadership, networking, education, customer service, or other client‑facing roles
• Passionate about helping others succeed financially

You do not need a traditional financial background. We’re looking for a strong communicator and relationship builder who wants to grow, serve, and make an impact.

Why Become a Financial Advisor Now?

There has never been a greater need for trusted financial guidance. Families and businesses are seeking advisors who can help them navigate uncertainty and plan confidently for the future.

At the same time, MassMutual Oregon is expanding and investing heavily in:

• Mentorship & coaching
• Professional development
• Licensing support
• Business planning guidance
• Marketing resources
• Office infrastructure
• A collaborative, mission‑driven team environment

You will not build a practice alone — you are building your own business with the full backing of a respected and established financial brand.

What We Provide

• Licensing support (Life & Health, SIE, Series 6/7/63/65 as applicable)
• Comprehensive training and mentorship
• Business planning and practice‑building guidance
• Marketing and branding resources
• Office space, technology, and operational support
• Hybrid opportunities for Experienced Advisors
• A collaborative team culture focused on growth and service
• The strength and credibility of MassMutual, a Fortune 100 company

This Career Is Ideal For You If

• You enjoy helping people
• Want to build long‑term relationships
• Seek autonomy and entrepreneurial growth
• Desire a career with purpose and impact
• Are motivated by personal and professional development
• Want to create long‑term financial stability for themselves and their clients
• Recent graduate
• Experienced Financial Advisors

Join Us

If you are ready to build a meaningful career, make a lasting impact, and grow with a firm that is transforming financial services in Oregon, we’d love to meet you.

MassMutual Oregon is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and professionals without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, veteran status, or any other protected classification under applicable law.