Strategic Wealth Advisor – Unlimited Earning Potential

Mass Mutual - Greater Richmond; Glen Allen (VA); On-site; USD 100,000 - 125,000; Full time

Job summary

Mass Mutual - Greater Richmond is seeking an experienced financial advisor to help clients design and implement strategies to reach their financial goals and secure long-term relationships.

The ideal candidate holds a business or finance degree, 2–3 years in financial services, Life/Health/Annuity licensing, and Series 6/63/65 or 7/66 licensing (preferred). Compensation is $100,000 to $125,000 annually with substantial income potential.

Qualifications

• Bachelor's degree in business or finance.
• 2-3 years of experience in financial services.
• Life, Health, and Annuity Licensed.
• Series 6, 63, and 65 or Series 7, 66 Licensed (Preferred).
• Proven ability in client consultation and relationship building.

Responsibilities

• Collect each client’s financial information to determine financial status, goals, cash flow and expectations.
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given.
• Develop and provide financial advice and strategies suitable based on client risk tolerance and objectives.
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products.
• Design customized financial plans suitable for each client based on life changes and changing needs.

Skills

Communication skills

Networking

Results-oriented

Enterprising spirit

Financial services understanding

Client consultation

Education

Bachelor's degree in business or finance

Job description

Mass Mutual - Greater Richmond is seeking an experienced financial advisor to help clients design and implement strategies to reach their financial goals and secure long-term relationships.

The ideal candidate holds a business or finance degree, 2–3 years in financial services, Life/Health/Annuity licensing, and Series 6/63/65 or 7/66 licensing (preferred). Compensation is $100,000 to $125,000 annually with substantial income potential.