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David Careers

Financial Advisor - Greenville, SC

Posted today

massmutual south carolinaGreenville (SC)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

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About the role

About Us: 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.
The Opportunity: 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.
What's In It For You:
  • Unlimited compensation potential, with fixed or variable compensation options
  • Online study resources provided to prepare for the SC Life and Health Exam
  • Reimbursement for Life and Health Exam upon completion (and passing)
  • One on One mentorship
  • Digital Platforms
  • Support and resources from a top 7 Broker Dealer locally and nationally
  • Culture of collaboration and teamwork
Job 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.
Desired Qualifications: 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.

Before you apply

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A number in mind

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Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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