MassMutual Eastern PA is looking for an experienced Wealth Manager to join our team in Horsham, PA. We are searching for a seasoned professional with expertise in wealth management and a track record of success in the financial industry.
Responsibilities
Client Relationship Management:
Build and maintain strong, long-lasting client relationships. Understand client needs and provide tailored financial advice. Financial Planning:
Develop comprehensive financial plans that align with clients’ wealth management goals. Investment Strategy:
Create and manage investment portfolios, staying abreast of market trends to optimize client investments. Risk Management:
Evaluate and manage the risk associated with client portfolios, ensuring alignment with their risk tolerance. Team Collaboration:
Work with a team of financial professionals to provide holistic financial solutions to clients. Business Development:
Identify and pursue new business opportunities while expanding services to existing clients. Continuing Education:
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and participating in professional societies. These responsibilities are crucial for providing clients with strategic guidance and support, helping them to grow and protect their wealth effectively. Qualifications
To succeed in this role with us, you should have an entrepreneurial mindset that drives you to take initiative and seek opportunities for growth. You must have a strong desire to shape your own future and be committed to achieving successful outcomes. A genuine passion for assisting and educating individuals is essential for excelling in this position. The ability to work diligently in the short term to pave the way for long-term accomplishments is key. We provide training and licenses including Life and Health, Series 6 & 63, and Series 7 (optional). Compensation
$60,000+ at plan commission About MassMutual Eastern PA
At MassMutual of Eastern PA, our primary objective is to help people take hold of their finances. By designing strategies that fit their personal needs and style, we can help them attain their financial goals. As a full-service financial firm, we offer insurance and investment products and services for individuals and their families, busy executives, and professionals.
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Client Relationship Management:
Build and maintain strong, long-lasting client relationships. Understand client needs and provide tailored financial advice. Financial Planning:
Develop comprehensive financial plans that align with clients’ wealth management goals. Investment Strategy:
Create and manage investment portfolios, staying abreast of market trends to optimize client investments. Risk Management:
Evaluate and manage the risk associated with client portfolios, ensuring alignment with their risk tolerance. Team Collaboration:
Work with a team of financial professionals to provide holistic financial solutions to clients. Business Development:
Identify and pursue new business opportunities while expanding services to existing clients. Continuing Education:
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and participating in professional societies. These responsibilities are crucial for providing clients with strategic guidance and support, helping them to grow and protect their wealth effectively. Qualifications
To succeed in this role with us, you should have an entrepreneurial mindset that drives you to take initiative and seek opportunities for growth. You must have a strong desire to shape your own future and be committed to achieving successful outcomes. A genuine passion for assisting and educating individuals is essential for excelling in this position. The ability to work diligently in the short term to pave the way for long-term accomplishments is key. We provide training and licenses including Life and Health, Series 6 & 63, and Series 7 (optional). Compensation
$60,000+ at plan commission About MassMutual Eastern PA
At MassMutual of Eastern PA, our primary objective is to help people take hold of their finances. By designing strategies that fit their personal needs and style, we can help them attain their financial goals. As a full-service financial firm, we offer insurance and investment products and services for individuals and their families, busy executives, and professionals.
#J-18808-Ljbffr
