Financial Advisor

MassMutual
Charlotte, NC

About Us:

The Pelora Group, a MassMutual firm is a leading mutual life insurance company that has been helping individuals and families secure their financial futures for over 160 years. Our commitment to integrity, innovation, and community makes us a trusted partner in financial planning, and we empower our advisors to make a meaningful impact in the lives of their clients.

The Opportunity:

As a Financial Advisor at MassMutual, you will play a pivotal role in guiding clients through their financial journey. This entry-level position offers comprehensive training and support, allowing you to build a rewarding career while helping clients achieve their financial goals.

Job Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide personalized financial planning and investment advice tailored to clients' objectives.
  • Analyze financial data and market trends to create effective strategies for wealth management.
  • Educate clients on insurance products, investment options, and retirement planning.
  • Continuously expand your knowledge and skills through ongoing training and professional development.

Desired Qualifications:

  • Bachelor's degree in Finance, Business, or a related field.
  • Strong interpersonal and communication skills.
  • Motivated and self-driven with a passion for helping others.
  • Ability to work independently as well as part of a team.
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).

Nice-to-Haves:

  • Previous experience in sales or customer service roles.
  • Understanding of financial products and services.
  • Relevant certifications (e.g., Series 7, Series 66) or willingness to obtain them.
  • Active involvement in community service or professional organizations.
  • Experience with financial planning software.

```

Posted 2025-08-07

Recommended Jobs

Social Worker (LCSW)

Piedmont Health Services
Burlington, NC

Job Description Job Description What is PACE? At Piedmont Health Senior Care, we are dedicated to enhancing the lives of seniors in our community through our Program of All-inclusive Care for t…

View Details
Posted 2025-11-05

Cleaning Specialist

Infinite Manna Cleaning Co
Charlotte, NC

Job Description Job Description Job Title: Cleaning Specialist Company: Infinite Manna Cleaning Co. Location: Starting in North Carolina and with goals of expanding to worldwide options …

View Details
Posted 2025-11-05

Remote (LCMHCA, AMFT, LCSWA) - Work with Students and Earn Up to $45/hr!

Daybreak Health
Winston Salem, NC

Join Daybreak Health to Transform Student Mental Health At Daybreak Health, we understand that student success starts with mental health. We partner with over 60 school districts across the U.S. t…

View Details
Posted 2025-10-18

Marine Detailer

Port Stars LLC
Sherrills Ford, NC

Job Description Job Description This position is for a detailer specializing in watercraft. Experience preferred but not required. Duties include the following: Washing fiberglass and ponto…

View Details
Posted 2025-09-19

Site Reliability Engineer - Charlotte, NC / Chandler, AZ / Jersey City, NJ

Career Mentors, LLC
Charlotte, NC

Site Reliability Engineer Pay Rate: upto $75 pr hr on W2 W2 Candidates : visa open Location: Charlotte, NC / Chandler, AZ / Jersey City, NJ - Near by candidates Previously functioned in…

View Details
Posted 2025-10-24

Line Cook

CAMP LAKE JAMES
Nebo, NC

Job Description Job Description CAMP LAKE JAMES Camp Lake James is a private member-owned recreational club situated on Lake James, NC, located near the Original Fonta Flora Whippoorwill. The …

View Details
Posted 2025-11-07

Associate Dentist

ETS Dental
Charlotte, NC

Friendly, Fee for Service Private Practice Do you enjoy building personal relationships with your patients? Do you believe in providing the best care possible, without input from the insurance com…

View Details
Posted 2025-10-09

Data Scientist

Global Support And Development
Charlotte, NC

*** Unable to provide sponsorship at this time. Only considering persons eligible to work in the United States. Global Support and Development is seeking to hire a Data Scientist within our Progr…

View Details
Posted 2025-09-14

Southern North Carolina Private Group Adding OB/GYN - Signing Bonus

Enterprise Medical Recruiting
North Carolina

We are scheduling interviews with this Laurinburg, North Carolina area, private OB/GYN practice, bringing on another physician. Practice You will have a busy practice on day one.  You will …

View Details
Posted 2025-08-06

Experienced Line Cooks Full/ Part Time

WINNIES TAVERN
Wilmington, NC

Experienced Line Cook - Full Time/ Part Time Positions Available We have a great team dedicated to making the best burgers in Wilmington. We are seeking employees that are an asset to our team. Must…

View Details
Posted 2025-10-25