What are the responsibilities and job description for the Financial Advisor position at Barnum Financial Group?
Build a Career Helping People Build Their Financial Future
Barnum Financial Group, a MassMutual firm, is looking for motivated, relationship-driven professionals who want to build a meaningful career in financial services. As a Financial Advisor, you'll work directly with individuals and families to help them make informed financial decisions, protect what matters most, and build toward their long-term goals.
With more than 70 years of experience and over a quarter million clients served nationwide, Barnum Financial Group provides the resources, expertise, and comprehensive solutions advisors need to make a lasting impact.
What You'll Do
As a Financial Advisor, you'll develop relationships with clients, understand their goals, and help create financial strategies tailored to their needs. Your work may include:
- Building and maintaining long-term client relationships
- Developing personalized financial plans and strategies
- Helping clients prepare for retirement and other major financial milestones
- Providing guidance around investments and risk management
- Supporting tax-efficient and estate conservation strategies
- Helping clients navigate specialized planning needs, including elder care, special care, career-specific, and philanthropic planning
- Growing your practice through networking, referrals, and relationship building
Who We're Looking For
We're looking for individuals who are motivated by helping people, building relationships, and creating their own success.
You may be a strong fit if you:
- Have excellent communication and interpersonal skills
- Enjoy meeting new people and developing relationships
- Are self-motivated, goal-oriented, and comfortable taking initiative
- Have strong problem-solving and organizational skills
- Work well independently while also valuing collaboration and team support
- Are interested in building a long-term career in financial services
Life & Health, Series 7, and Series 66 licenses are highly desirable.
Why Barnum Financial Group?
A career as a Financial Advisor offers the opportunity to combine impact, income potential, independence, and continuous learning. You'll have the opportunity to build a business around the clients and communities you serve while helping people make some of the most important financial decisions of their lives.
If you're looking for a career where your relationships, effort, and ambition can directly influence your success, we'd love to hear from you.
Apply today to explore a career as a Financial Advisor with Barnum Financial Group.