Wealth Management Advisor

MassMutual South Carolina; Greenville (SC); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive commission structure

Performance-based bonuses

Forgivable transition loan

Job summary

MassMutual South Carolina is seeking a Wealth Management Advisor to build and maintain long-term client relationships while delivering holistic financial planning, investment guidance, and insurance solutions. You will work with internal partners to implement comprehensive strategies and optimize client outcomes.

The role requires industry licenses, a relevant degree, and several years of wealth management experience.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• Active Series 7 and Series 66 licenses in SC, plus Accident & Health licenses.
• CFP designation preferred.
• Minimum 3 years in wealth management or financial services with financial planning and portfolio experience.
• Strong knowledge of financial markets and investment products.
• Proficiency with CRM systems and MS Office; experience with RightCapital, MoneyGuidePro, and Wealthscape is a plus.

Responsibilities

• Build and maintain long-term client relationships by understanding clients’ goals, risk tolerance, and investment preferences.
• Perform comprehensive financial analyses to assess clients’ positions and identify growth opportunities.
• Design and implement customized financial plans and investment strategies aligned with client objectives.
• Recommend investment solutions including equities, fixed income, mutual funds, and alternatives, backed by research.
• Monitor and manage client portfolios, making proactive adjustments based on market conditions.
• Provide ongoing wealth management guidance to help clients make informed decisions.
• Collaborate with tax professionals, estate planners, and legal advisors to deliver integrated solutions.
• Contribute to firm growth by helping clients achieve long-term financial success through disciplined planning.

Skills

Interpersonal skills

Analytical thinking

Communication skills

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office

RightCapital

MoneyGuidePro

Wealthscape

Job description

MassMutual South Carolina is a MassMutual firm dedicated to delivering innovative, advisor-centric financial strategies tailored to each advisor’s unique goals. We believe lasting success is built through long‑term relationships, thoughtful planning, and a holistic approach to practice management.

Our experienced team is committed to providing exceptional service and insightful guidance in an ever‑evolving financial landscape. We are currently seeking a Wealth Management Advisor to join our growing team. This role is ideal for a motivated professional with a strong foundation in financial planning, investment management, insurance solutions, and client relationship management.

As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.

Our open‑architecture investment platform is designed to preserve advisor independence while offering a broad range of solutions—empowering you to deliver objective, personalized advice. You will also have access to robust support teams, resources, and infrastructure to help optimize your practice and grow your business. MML Investors Services, LLC serves as the Broker‑Dealer.

Key Responsibilities

Build and maintain long‑term client relationships by developing a deep understanding of clients’ financial goals, risk tolerance, and investment preferences.

• Perform comprehensive financial analyses to assess clients’ current financial positions and identify opportunities for growth and optimization.
• Design and implement customized financial plans and investment strategies aligned with each client’s objectives, time horizon, and risk profile.
• Recommend appropriate investment solutions—including equities, fixed income, mutual funds, and alternative investments—supported by market research and analysis.
• Monitor and manage client portfolios, making proactive and strategic adjustments based on market conditions and changing client needs.
• Provide ongoing financial guidance and proactive wealth management advice to help clients make informed and confident financial decisions.
• Collaborate with internal and external partners, including tax professionals, estate planners, and legal advisors, to deliver integrated, holistic solutions.
• Contribute to the firm’s growth by helping clients achieve long‑term financial success through disciplined planning and investment management.
• Stay current on market trends, economic developments, and regulatory changes to ensure advice remains relevant and compliant.
• Qualifications
  Required Skills, Qualifications & Compensation
  Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Required: Active Series 7, Series 66, and South Carolina, Accident & Health licenses.
• CFP® designation preferred.
• Minimum of 3 years of experience in wealth management or financial services, with demonstrated experience in financial planning and portfolio management.
• Strong knowledge of financial markets, investment products, and wealth management strategies.
• Proficiency with financial planning and portfolio management tools, CRM systems, and Microsoft Office. Experience with RightCapital, MoneyGuidePro, and Wealthscape is a plus.
• Skills
  Exceptional interpersonal skills with the ability to establish trust and long‑term client relationships.
• Strong analytical and problem‑solving abilities with sound judgment and a results‑oriented mindset.
• Excellent verbal and written communication skills, including the ability to clearly explain complex financial concepts.
• Commitment to integrity, ethical standards, and strict adherence to regulatory and compliance requirements.
• Compensation
  Competitive commission structure, allowances, and performance‑based bonuses.
• Potential eligibility for a forgivable loan as a transition bonus for advisors bringing an existing book of business