Wealth Management Advisor

MassMutual Oregon; Portland (OR); On-site; USD 60,000 - 80,000; Full time

Job summary

A stable insurance firm is seeking a Wealth Manager in Portland, Oregon. In this role, you will build your practice and assist community members in planning their financial futures. We are looking for highly self-motivated individuals with excellent communication skills and a positive, customer-focused attitude. A bachelor's degree in Finance or Business and a FINRA Series 6 or 7 license (within 6 months of hire) are required. Join us to help clients secure their futures with tailored financial solutions.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• Life, Accident, Health & FINRA Series 6 or 7 license required within 6 months.
• Strong technical and analytical skills essential.

Responsibilities

• Build practice and help clients plan their financial futures.
• Develop relationships within the community.
• Manage time effectively to achieve results.

Skills

Self-motivated

Outgoing personality

Positive attitude

Organized

Excellent communication

Education

Bachelor's degree in Finance or Business

FINRA Series 6 or 7 license

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Skype

Job description

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 be able to 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

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.

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