Remote Wealth Advisor: Build Your Own Client Practice

MassMutual Ventures; United States; Hybrid; USD 70.000 - 90.000; Vollzeit

Benefits dieser Stelle

Comprehensive medical benefits

Unlimited PTO

401(k) matching

Growth opportunities

Zusammenfassung

MassMutual Ventures is seeking a financial planning advisor to support client relationships and manage prospective client inquiries. The role offers a unique opportunity to grow alongside an experienced senior advisor and leverage our technology for a high-quality client experience.

The ideal candidate will have 2+ years of experience in wealth management, a Series 65 or 66 license, and a strong relationship-first mindset. This position includes comprehensive benefits and the flexibility to work remotely or in a hybrid setup.

Qualifikationen

• Series 65 or 66 license required.
• 2+ years of experience in financial planning or wealth management.
• Strong foundation in financial planning concepts including retirement and investment management.

Aufgaben

• Serve existing and prospective clients across financial planning disciplines.
• Support senior advisor client relationships.
• Handle new client inquiries and leads.

Kenntnisse

Financial planning concepts

Relationship management

Tax strategy

Prospecting

Tools

eMoney

MoneyGuidePro

Jobbeschreibung

MassMutual Ventures is seeking a financial planning advisor to support client relationships and manage prospective client inquiries. The role offers a unique opportunity to grow alongside an experienced senior advisor and leverage our technology for a high-quality client experience.

The ideal candidate will have 2+ years of experience in wealth management, a Series 65 or 66 license, and a strong relationship-first mindset. This position includes comprehensive benefits and the flexibility to work remotely or in a hybrid setup.