What are the responsibilities and job description for the Licensed Financial Advisor position at Mass Mutual - Greater Richmond?
Description
MassMutual Greater Richmond is a non-captive Financial firm with multiple locations in Virginia. We are seeking to hire a financial advisor to join our dynamic team in our Richmond Office. Whether you are new to the financial industry or looking to elevate your practice, our advisors have conquered both journeys. MassMutual Greater Richmond consists of independent agents, top producers who have transitioned from previous firms, advisors building teams, and new agents. Join a team that values integrity, professionalism, and commitment to helping clients achieve their financial goals. Gain ownership of your practice & master all aspects of comprehensive financial planning.
Responsibilities
• Implement financial recommendations and financial products
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives
• Become knowledgeable about the financial industry, financial products, best practices, and tax regulations
Qualifications
• Previous success in customer consultation and relationship management, preferably in financial services
• Comprehensive understanding of financial services
• 2-3 years of previous experience working in the financial services industry
• Life, Health, and Annuity Licensed
• Series 6, 63, and 65 or Series 7, 66 Licensed
• Results-oriented
• Proficient in market development and networking
• Forward-thinking spirit
MassMutual Greater Richmond is a non-captive Financial firm with multiple locations in Virginia. We are seeking to hire a financial advisor to join our dynamic team in our Richmond Office. Whether you are new to the financial industry or looking to elevate your practice, our advisors have conquered both journeys. MassMutual Greater Richmond consists of independent agents, top producers who have transitioned from previous firms, advisors building teams, and new agents. Join a team that values integrity, professionalism, and commitment to helping clients achieve their financial goals. Gain ownership of your practice & master all aspects of comprehensive financial planning.
Responsibilities
• Implement financial recommendations and financial products
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives
• Become knowledgeable about the financial industry, financial products, best practices, and tax regulations
Qualifications
• Previous success in customer consultation and relationship management, preferably in financial services
• Comprehensive understanding of financial services
• 2-3 years of previous experience working in the financial services industry
• Life, Health, and Annuity Licensed
• Series 6, 63, and 65 or Series 7, 66 Licensed
• Results-oriented
• Proficient in market development and networking
• Forward-thinking spirit