Wealth Management Advisor

MassMutual Oregon; Oregon (IL); Vor Ort; USD 40.000 - 65.000; Vollzeit

Zusammenfassung

A leading financial services firm in Oregon is seeking a Firm Director of Talent Acquisition. This role involves building a practice, assisting clients with financial futures, and developing community relationships. Ideal candidates are motivated, positive, and possess strong analytical skills. A bachelor's degree in finance or business is preferred, along with relevant licenses. The position offers a salary range of $40,000 – $65,000 and a full-time commitment.

Qualifikationen

• Life, Accident, Health & FINRA Series 6 or 7 license required within 6 months of hire.
• Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations.
• Strong technical and analytical skills required.

Aufgaben

• Build your practice and assist clients in planning for their financial futures.
• Develop relationships within the community.
• Accountable for results and customer satisfaction.

Kenntnisse

Highly self-motivated

Outgoing personality

Fearless and positive attitude

Organized and detail-oriented

Desire for continuous learning

Good communicator

Customer-focused attitude

Ausbildung

Bachelor’s degree in Finance or business discipline

Tools

Word

Excel

Outlook

Skype

Jobbeschreibung

Firm Director of Talent Acquisition at MassMutual

Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than MassMutual Oregon. So if you're interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.

Job Summary

As a Wealth Manager with MassMutual Oregon, you will build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics:

• Highly self‑motivated and self‑disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships and a sincere desire to help others
• Fearless, positive attitude, and willingness to be accountable for results
• Organized, detail‑oriented, and excellent time‑management skills
• Desire for continuous learning
• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

Desired Skills & Experience

• Bachelor’s degree—Finance or business discipline preferred or equivalent work experience
• Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire)
• Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations
• Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Skype, with the ability to navigate multiple applications during call handling)
• Positive, customer‑focused attitude with a desire to exceed customer expectations

Seniority Level

Mid‑Senior level

Employment Type

Full-time

Job Function

Finance and Sales

Referrals increase your chances of interviewing at MassMutual Oregon by 2x

MassMutual was founded on May 15, 1851. And from the beginning, we’ve had a single purpose: to help people secure their future and protect the ones they love. More than 170 years later, that commitment remains our guiding principle. It’s behind everything we do and every decision we make. It’s how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most.

Location: Portland, OR

Salary Range: $40,000 – $65,000