Financial Advisor
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.
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