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Open nowPosted 194 days ago

Financial Advisor - Greenville, SC

MassMutual South Carolina4 open roles

Pay
$85,000 – $150,000 a year
Where
Greenville, SC, US
Work mode
Hybrid
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Your applicationOpen nowFinancial Advisor - Greenville, SCMassMutual South Carolina · Greenville, SC, US

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  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on MassMutual South Carolina's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 194 days ago

The posting

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.
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