Wealth Management Advisor: Client-Focused Planning & Growth

MassMutual Oregon; Lake Oswego (OR); On-site; USD 90,000 - 150,000; Full time

Job summary

MassMutual Oregon is seeking a Wealth Management Advisor to join a client-focused team of independent professionals. You will provide comprehensive financial planning using our platform and coaching to develop your advisory brand.

You will collaborate with investment experts, cultivate client relationships, and prepare thoughtful financial plans with accuracy. A finance-related degree and 4+ years in the industry are required to succeed in this supportive, growth‑minded environment.

Qualifications

• Bachelor's degree in Finance or related field
• 4+ years' of industry experience
• Strong understanding of the investment business

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Skills

Financial planning

Investment knowledge

Client relationships

4+ years experience

Education

Bachelor's degree in Finance or related field

Job description

MassMutual Oregon is seeking a Wealth Management Advisor to join a client-focused team of independent professionals. You will provide comprehensive financial planning using our platform and coaching to develop your advisory brand.

You will collaborate with investment experts, cultivate client relationships, and prepare thoughtful financial plans with accuracy. A finance-related degree and 4+ years in the industry are required to succeed in this supportive, growth‑minded environment.