Independent Financial Advisor: Launch Your Own Practice

MassMutual; Youngstown (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Licensing and education support

Structured hands-on training

Mentorship from senior advisors

Job summary

A leading financial planning firm in Youngstown, Ohio is searching for driven graduates to join their Financial Advisor Development Program. This program provides the necessary training, mentorship, and resources to build your own practice and client base. You will learn to design financial strategies tailored to clients’ needs while committing to ongoing professional development. Ideal candidates are strong communicators who care about helping others achieve financial success, with a focus on building long-term client relationships.

Qualifications

• Ability to obtain PA Life Accident and Health License within 3 months.
• Familiarity with financial regulations and industry best practices.
• Experience in customer-facing roles in insurance and investment services.

Responsibilities

• Build and grow your own client base.
• Design personalized financial strategies based on client goals.
• Monitor financial plans as clients’ lives evolve.

Skills

Strong communication

Relationship-building

Autonomy

Education

Bachelor's degree in Finance, Business, Economics, or related field

Tools

Financial planning tools and software

Job description

A leading financial planning firm in Youngstown, Ohio is searching for driven graduates to join their Financial Advisor Development Program. This program provides the necessary training, mentorship, and resources to build your own practice and client base. You will learn to design financial strategies tailored to clients’ needs while committing to ongoing professional development. Ideal candidates are strong communicators who care about helping others achieve financial success, with a focus on building long-term client relationships.