Hybrid Financial Planner & Advisor for Client Goals

MassMutual South Carolina; Charleston (SC); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Hybrid work options

Training & development

Job summary

MassMutual South Carolina is seeking a Financial Services Professional in Charleston, SC, to deliver personalized financial planning and retirement strategies. The role is full-time and hybrid, with some work-from-home flexibility.

You will meet clients, analyze goals, and present tailored insurance and investment solutions while building a robust client portfolio. You will engage in prospecting, collaborate with colleagues, and use firm tools and resources to provide high-quality financial

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field is preferred.
• Licenses such as state life/health insurance and FINRA registrations (e.g., Series 6/7 and 63/65/66) or willingness to obtain them.
• Demonstrated ability in client-facing or sales roles with relationship-building focus.
• Comfort with hybrid work, digital tools, and CRM systems.

Responsibilities

• Meet with clients to understand financial goals and retirement planning needs.
• Analyze financial and retirement scenarios and present tailored strategies.
• Build and manage a client portfolio and maintain ongoing client relationships.
• Prospect proactively and participate in training and development programs.

Skills

Financial Planning

Retirement Planning

Finance & Financial Services

Communication Skills

Series 6/7/63/65/66

Client Relationship

Education

Bachelor's degree in finance, business, economics

Tools

CRM Systems

Job description

MassMutual South Carolina is seeking a Financial Services Professional in Charleston, SC, to deliver personalized financial planning and retirement strategies. The role is full-time and hybrid, with some work-from-home flexibility.

You will meet clients, analyze goals, and present tailored insurance and investment solutions while building a robust client portfolio. You will engage in prospecting, collaborate with colleagues, and use firm tools and resources to provide high-quality financial