Financial AdvisorMassMutual • Metairie, LA, US
Financial Advisor
MassMutual • Metairie, LA, US
30+ days ago
Job type
- Full-time
Job descriptionBachelor's degree in finance, business, or a related field. Strong interpersonal and communication skills. Ability to work independently and as part of a team. Proficiency in Microsoft Office Suite and financial planning software. Desire to obtain necessary licenses and certifications for financial advising. Previous experience in customer service or sales. Familiarity with financial products and investment strategies. Networking skills to build a client base. Interest in continuous professional development and learning. Community involvement or volunteer experience in financial literacy initiatives.
Job Description
Job Description
About Us :
Magnolia Wealth Solutions, a MassMutual firm is a leading mutual life insurance company that has been helping individuals and families achieve financial security for over 160 years. Our commitment to integrity, financial strength, and customer-centric solutions sets us apart, making us a trusted partner in navigating the complexities of financial planning.
The Opportunity :
As a Financial Advisor at MassMutual, you will play a pivotal role in guiding clients toward achieving their financial goals. This entry-level position offers comprehensive training and mentorship, empowering you to build lasting relationships while contributing to the financial well-being of your community.
Job Responsibilities :
- Assess clients' financial needs and provide personalized advice to help them achieve their goals.
- Develop and implement comprehensive financial plans tailored to each client's unique situation.
- Build and maintain strong client relationships through effective communication and follow-up.
- Stay updated on industry trends and regulations to provide informed recommendations.
- Collaborate with team members and utilize resources to enhance client service and satisfaction.
Desired Qualifications :
Nice-to-Haves :
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Financial Advisor • Metairie, LA, US
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