Own Your Book: Financial Advisor with Mentorship & Growth

MassMutual Pacific; Pasadena (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

MassMutual Pacific is seeking a proactive Financial Advisor to build and manage a growing client base, delivering comprehensive financial planning, investments, retirement planning, and protection solutions.

You will partner with mentors and planning specialists, expanding your practice across financial services while leveraging digital platforms and marketing resources available through MassMutual Pacific.

Qualifications

• Active Life Insurance license required.
• Experience in financial services, banking, insurance, investments, client relationship management, or an early-career Financial Advisor role.
• Strong interpersonal, communication, and relationship-building skills.
• Self-motivated with an entrepreneurial mindset and desire to build a long-term advisory practice.
• Strong critical-thinking and problem-solving skills.

Responsibilities

• Cultivate and maintain long-term client relationships.
• Meet with clients to understand their financial goals, priorities, and risk tolerance.
• Help clients develop strategies involving investments, retirement planning, wealth accumulation, and financial protection.
• Build your practice through networking, referrals, prospecting, and community involvement.
• Develop in-depth knowledge of available financial products and services to help identify appropriate client solutions.
• Conduct ongoing client reviews as financial goals and circumstances evolve.
• Collaborate with experienced advisors and specialists on financial planning, estate planning, insurance, investment, and other client needs.
• Stay current on financial planning strategies, products, industry developments, and market trends.
• Maintain compliance with applicable industry regulations and company policies.

Skills

Client relationship management

Communication skills

Entrepreneurial mindset

Critical thinking

Self-motivation

Education

Bachelor's degree in Finance or related field

Tools

CRM software

Job description

MassMutual Pacific is seeking a proactive Financial Advisor to build and manage a growing client base, delivering comprehensive financial planning, investments, retirement planning, and protection solutions.

You will partner with mentors and planning specialists, expanding your practice across financial services while leveraging digital platforms and marketing resources available through MassMutual Pacific.