Hybrid Financial Planner - Build client plans in SC

MassMutual South Carolina; Charleston (SC); Hybrid; USD 70,000 - 100,000; Full time

Job summary

MassMutual South Carolina in Charleston is seeking a Financial Planner to join a full-time, hybrid team. You will meet with clients to understand goals, analyze finances, and develop personalized strategies for savings, investments, insurance, and retirement.

Responsibilities include preparing and presenting plans, staying compliant with regulations, documenting recommendations, and growing a client portfolio through networking and community engagement.

Qualifications

• Strong foundation in Financial Planning and Finance to analyze client needs and design comprehensive strategies.
• Experience in Personal Financial Planning, including budgeting, risk management, and wealth-building for individuals and families.
• Background in Retirement Planning, with the ability to evaluate options, optimize income streams, and plan for long-term security.
• Certified Financial Planner (CFP) designation or progress toward obtaining it is highly preferred.
• Excellent interpersonal, communication, and presentation skills, with the ability to explain complex concepts clearly.
• Proven ability to build relationships, generate new business, and manage a growing book of clients.

Responsibilities

• Meet with prospective and existing clients to understand financial goals and assess current situations.
• Develop personalized strategies for savings, investments, and retirement.
• Prepare and present financial plans, analyze products and market trends.
• Maintain regulatory compliance and document recommendations and follow-up actions.
• Build and manage a client portfolio and conduct regular reviews.
• Engage in networking, prospecting, and community outreach to grow the client base.

Skills

Financial planning

Personal finance

Retirement planning

Client relationships

Fiduciary duties

Presentation skills

Education

CFP designation in progress

Finance degree

Related field experience

Job description

MassMutual South Carolina in Charleston is seeking a Financial Planner to join a full-time, hybrid team. You will meet with clients to understand goals, analyze finances, and develop personalized strategies for savings, investments, insurance, and retirement.

Responsibilities include preparing and presenting plans, staying compliant with regulations, documenting recommendations, and growing a client portfolio through networking and community engagement.