Financial Planning Consultant

ZipRecruiter; Philadelphia (Philadelphia County); Hybrid; USD 70,000; Full time

Job summary

A leading financial advisory company seeks an experienced financial advisor to guide clients in achieving their financial goals. The role requires excellent communication and analytical skills, along with the ability to build trusted relationships. With multiple locations and hybrid options, this is an excellent opportunity for dedicated professionals seeking growth in a supportive environment.

Benefits

Competitive Compensation: Performance-based pay, allowances, bonuses.

Comprehensive Benefits: Medical, dental, vision, 401(k) contributions.

Support & Resources: Access to specialists and consultants.

Independence & Flexibility: Manage your business your way.

Recognition & Growth: Career development and leadership opportunities.

Qualifications

• 2+ years of experience as a financial advisor or related role.
• Active state insurance licenses and FINRA certifications preferred.

Responsibilities

• Deliver comprehensive financial planning and investment solutions.
• Build and maintain long-term client relationships.

Skills

Communication skills

Customer service skills

Math skills

Relationship skills

Analytical skills

Education

Bachelor’s degree in finance, business administration, or related field

Job description

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. Apply now!

Compensation: $70,000

Responsibilities:

• Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses.
• Build and maintain long-term client relationships based on trust and expertise.
• Leverage MassMutual’s robust network of specialists, including tax, estate planning, business development, and wealth management teams.
• Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients.
• Maintain all necessary licenses and adhere to compliance standards.

Qualifications:

• Requires a Bachelor’s degree in finance, business administration, or related field.
• Superior customer service skills, math skills, relationship skills, and communication skills are essential.
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.

• 2+ years of experience as a financial advisor, wealth manager, or related role.
• Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain).
• Strong relationship-building, communication, and analytical skills.
• Commitment to ethical, client-centered advice.

About Company

What We Offer:

• Competitive Compensation: Performance-based pay, vested residual income, allowances, bonuses, and top producer incentives.
• Comprehensive Benefits: Medical, dental, vision, life insurance, adoption assistance, and a 401(k) with company contributions.
• Support & Resources: Access to a full suite of specialists and consultants to help you serve clients and grow your practice.
• Independence & Flexibility: Run your business your way with the backing of a financially strong, client-focused company.
• Recognition & Growth: Career development opportunities, recognition programs, and leadership pathways.

Location: Multiple locations/hybrid options available