Financial Advisor

MassMutual South Carolina•Charleston, SC

About The Position

MassMutual South Carolina is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. Our strength lies in our holistic approach to serving our clients' financial needs and our commitment to their long-term financial wellbeing. Operating in a fast-paced, team-oriented environment, MassMutual SC fosters a culture of collaboration, continuous learning, and service to community. We are seeking a Financial Advisor to join our team. Here at MassMutual SC, you will own your book of business, attract new clients, and nurture those client relationships. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals. You will be able to trust in the fact that you are joining a rapidly-growing company in which you will have the unique ability to greatly impact our future trajectory.

Requirements

1-3 years' experience as a Financial Advisor or similar role.
Strong critical thinking skills and ability to solve complex problems.
Exceptional interpersonal and relationship building skills.
A Bachelor's degree in finance, business or a related field.

Nice To Haves

Health and Life License (preferred but not required).
Successful completion of FINRA Series 7 and 66 exams (preferred but not required).
CFP (Certified Financial Planner) certification
Understanding and experience with financial planning software
Proven track record of success in a sales role
Experience with CRM software, ideally Salesforce.
Passionate about providing excellent client service.

Responsibilities

Cultivate client relationships
Advise clients on investment strategies, aligning with their financial goals and risk tolerance.
Develop in-depth knowledge of our products and services to recommend suitable solutions based on client needs.
Communicate effectively with clients to build long-lasting relationships
Monitor financial market trends to ensure that the client's plans are effective.
Complying with all industry rules and regulations, and with the company's policies.