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Financial Advisor

Financial Advisor

MassMutualAtlanta, GA, United States
12 hours ago
Job type
  • Full-time
Job description

About Us : At Piedmont Financial, a MassMutual firm we are committed to helping individuals and families secure their financial futures. With a strong emphasis on integrity, innovation, and community involvement, we empower our employees to make a meaningful impact in the lives of our clients.

The Opportunity :

As a Financial Advisor at MassMutual, you will play a pivotal role in guiding clients through their financial journeys. You will leverage our comprehensive resources and support systems to develop tailored financial strategies that align with clients' goals, making a direct impact on their financial well-being.

Job Responsibilities :

  • Conduct comprehensive financial needs analyses for clients to identify their goals and objectives.
  • Develop customized financial plans and investment strategies to meet client needs.
  • Build and maintain strong relationships with clients through ongoing communication and support.
  • Educate clients on financial products, services, and market trends to enhance their understanding.
  • Continuously seek opportunities for professional development and networking within the industry.

Desired Qualifications :

  • Bachelor's degree in finance, business, economics, or a related field.
  • Strong interpersonal and communication skills.
  • Ability to build rapport and trust with clients.
  • Motivated self-starter with a strong desire to succeed.
  • Basic understanding of financial products and investment strategies.
  • Nice-to-Haves :

  • Previous experience in sales or customer service.
  • Familiarity with financial planning software and tools.
  • Knowledge of market trends and economic factors affecting financial decisions.
  • Professional designations such as CFP or relevant certifications.
  • Active participation in community service or financial literacy initiatives.
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