Financial Services Advisor — Entry-Level Growth Role

MassMutual Oregon; Lake Oswego (OR); Vor Ort; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

MassMutual Oregon in Lake Oswego, Oregon is seeking an inexperienced Financial Professional to build a personal practice and help clients plan for their financial futures. You’ll source prospects, consult on strategies, and balance referrals with administrative tasks in a supportive team.

This role emphasizes ongoing training, regulatory compliance, and personal growth within a collaborative, community-focused environment.

Qualifikationen

• Bachelor’s degree in Finance or business discipline preferred or equivalent work experience.
• Highly self-motivated, with the ability to work independently.
• Excellent relationship management.
• Strong communication skills.
• Positive, customer focused attitude, with a desire to exceed customer expectations.

Aufgaben

• Source prospects and utilizing client acquisition techniques.
• Consult clients on financial strategies based on their financial goals.
• Comply with all regulatory requirements, including licensing and registrations.
• Meet production goals as outlined in training programs.
• Balance a multitude of activities, including obtaining referrals, client follow-through and administrative tasks.
• Expand your knowledge and skills through ongoing professional development and networking.
• Receive ongoing training and support.
• Be a part of a supportive team that encourages personal growth and celebrates achievements.

Kenntnisse

Self-motivation

Relationship management

Communication skills

Customer-focused attitude

Ausbildung

Bachelor's degree in Finance or Business

Jobbeschreibung

MassMutual Oregon in Lake Oswego, Oregon is seeking an inexperienced Financial Professional to build a personal practice and help clients plan for their financial futures. You’ll source prospects, consult on strategies, and balance referrals with administrative tasks in a supportive team.

This role emphasizes ongoing training, regulatory compliance, and personal growth within a collaborative, community-focused environment.