MassMutual Pacific · 2 days ago
Financial Advisor
Pasadena, CA
Full-time
Onsite
Mid, Senior Level
$85K/yr - $350K/yr
3+ years expMassMutual Greater Los Angeles is a dynamic branch of a world-renowned financial institution, committed to serving clients' financial needs. The Financial Advisor will own their book of business, attract new clients, and provide personalized investment solutions to help clients achieve their long-term financial goals.
Financial Services
Responsibilities
Cultivate client relationships
Advise clients on investment strategies, aligning with their financial goals and risk tolerance
Develop in-depth knowledge of our products and services to recommend suitable solutions based on client needs
Communicate effectively with clients to build long-lasting relationships
Monitor financial market trends to ensure that the client's plans are effective
Complying with all industry rules and regulations, and with the company's policies
Qualification
Required
3-5 years experience as a Financial Advisor or similar role
Health and Life License
Successful completion of FINRA Series 7 and 66 exams
Strong critical thinking skills and ability to solve complex problems
Exceptional interpersonal and relationship building skills
A Bachelor's degree in finance or a related field
Preferred
CFP (Certified Financial Planner) certification
Understanding and experience with financial planning software
Proven track record of success in a sales role
Experience with CRM software, ideally Salesforce
Passionate about providing excellent client service
Benefits
Unlimited compensation potential
One on One mentorship
Digital Platforms
Support and resources from a top 7 Broker Dealer locally and nationally
Culture of collaboration and teamwork
Company
MassMutual Pacific
At MassMutual Pacific, we first learn what is important to you and your goals for the future.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brian Lee, ChFC, CFP®
CEO & President
Company data provided by crunchbase