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Personal Financial Planner
Location:
Wilmington, NC
Description:
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation- $56,000 - $102,000 at plan earnings in your first year Responsibilities: • Be a coachable, organized team member interested in pursuing training development and educational opportunities• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management You will be a great partner for MassMutual North Carolina if: • You’re entrepreneurially driven• You place a high value on relationships and your client’s experience• Have alignment with our firm’s core values of Balance, Growth, Authenticity, Conviction, and Stewardship• You appreciate the differences in everyone’s situation and have the desire to learn what success means to each client and family that you serve• You thrive on expanding personal knowledge and skills through ongoing professional development and learning from other financial professionals through joint work• You have a strong desire to make a positive impact on your community both professionally and personally• You love meeting new people and building a network• You are self-motivated and will work determinedly to achieve your vision of success Qualifications: • Requires a Bachelor’s degree in business administration, finance, or other related field• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired• Up-to-date FINRA Series 7 & 63/66 documents are a bonus MassMutual North Carolina will be a great partner for you if: • You desire to join a community of professionals who are as passionate about your success as you are• You value collaboration and localized expert resource• You appreciate the idea of being independent but not alone while building and scaling your career• You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity, and come alongside you to help you achieve your goals• You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building, and shared experiences Compensation: $56,000 - $102,000 at plan earnings About Company: Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? As a Financial Professional supported by The Pelora Group, you’ll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business.
Company:
The Pelora Group
Posted:
May 20 on WizeHire
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More About this Listing: Personal Financial Planner
Personal Financial Planner is a Real estate Personal Financial Planner Job at The Pelora Group located in Wilmington NC. Find other listings like Personal Financial Planner by searching Oodle for Real estate Personal Financial Planner Jobs.
Personal Financial Planner is a Real estate Personal Financial Planner Job at The Pelora Group located in Wilmington NC. Find other listings like Personal Financial Planner by searching Oodle for Real estate Personal Financial Planner Jobs.