Financial Services Representative

MassMutual Oregon; Oregon (WI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Mentorship

Licensing support

Marketing resources

Office infrastructure

Job summary

MassMutual Oregon is seeking a motivated financial advisor to build meaningful client relationships and deliver personalized financial planning solutions across Oregon and Vancouver communities. Training and onboarding support help grow your practice, whether brand‑new or experienced, with full backing from a respected brand.

You will collaborate with investment professionals, develop client plans, and ensure accuracy while working in a team environment that emphasizes service, trust, and

Qualifications

• Bachelor's degree in Finance or related field.
• Ability to obtain Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal skills.
• Established client relationships and business development ability.
• Authorization to work in the U.S.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Skills

Interpersonal skills

Client relationships

Business development

Leadership experience

Networking

Customer service

Communication

Education

Bachelor's degree in Finance or related field

Job description

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 Vancouver Washington communities as well as Oregon communities.

The Ideal Candidate Is

• Relationship‑focused and client‑centered
• 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.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long‑term financial goals. They should be comfortable creating financial plans and cross‑checking work to ensure complete accuracy of information.

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
• Ability to obtain Life & Health, SIE, Series 7, Series 66
• Excellent interpersonal skills
• Established client relationships and business development ability
• Authorization to work in the U.S.

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
• Licensing support
• Marketing resources
• Office infrastructure

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

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.

Financial Advisor Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or General Agents with whom they contract.