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Wealth Management
Location:
Scranton, PA
Description:
Are you searching for a rewarding opportunity in Scranton, PA, US? - Do you enjoy providing investment strategies to assist clients in achieving their financial objectives? Are you skilled in developing strong relationships and easily making new connections? Responsibilities:• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor• Design customized financial plans suitable for each client based on potential life changes and changing financial needs• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Qualifications:• Bachelor's degree in business, finance, or a related field• 1-2 years of sales experience• Will obtain with our help FINRA Series 7 and 66• Will obtain with our help Life and health license• Some prior knowledge of mutual funds, securities, and insurance industries is helpful• The willingness to push hard in the short term to enjoy long-term success Compensation: $75,000+ at plan commission yearly About Company: At MassMutual of Eastern PA, our primary objective is to help people take hold of their finances. By designing strategies that fit their personal needs and style, we can help them attain their financial goals. As a full-service financial firm, we offer insurance and investment products and services for individuals and their families, busy executives, and professionals.
Company:
Massmutual Of Eastern Pa
Posted:
May 1 on WizeHire
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More About this Listing: Wealth Management
Wealth Management is a Executive Manager Job at Massmutual of Eastern Pa located in Scranton PA. Find other listings like Wealth Management by searching Oodle for Executive Manager Jobs.
Wealth Management is a Executive Manager Job at Massmutual of Eastern Pa located in Scranton PA. Find other listings like Wealth Management by searching Oodle for Executive Manager Jobs.