Financial Advisor

We are seeking a Financial Advisor to join Mass Mutual Pittsburgh, a comprehensive financial planning and wealth management firm dedicated to helping clients create, grow, and protect their wealth. The role involves building a client base, advising on financial products, developing personalized strategies, and delivering excellent customer service. This is an excellent opportunity for those looking to develop a rewarding, long-term career in a collaborative environment.

• Build a network of clients
• Assess clients' financial situations, understand their needs, and develop comprehensive financial plans
• Provide information about financial products such as life insurance, retirement plans, and investments
• Implement and monitor financial plans, revising as needed
• Maintain client relationships and seek new business opportunities
• Stay updated on financial products, market trends, and regulations

• PA Life Accident and Health License or ability to obtain within 3 months
• Bachelor's degree in Finance, Business, Economics, or related field
• Proficiency with financial planning tools and software
• Knowledge of financial regulations and industry best practices
• Excellent communication and relationship skills

• SIE, FINRA 7 and 66 licenses or ability to obtain within 6 months
• CFP, CFA, or related professional designation
• Experience with CRM systems
• Strong local network in Pittsburgh
• Experience in insurance and investment client-facing roles
• Passion for impacting clients' financial journeys and building long-term relationships

Contact Jessica Britvich at to discuss this career opportunity.

• Seniority Level: Mid-Senior level
• Employment Type:
  
  Full-time
• Job Function:
  Finance and Sales

This job posting is active; no indication of expiration was found.