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Financial Advisor

Financial Advisor

MassMutualCharlotte, NC, US
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Job Description

Job Description

About Us :

The Pelora Group, a MassMutual firm is a leading mutual life insurance company that has been helping individuals and families secure their financial futures for over 160 years. Our commitment to integrity, innovation, and community makes us a trusted partner in financial planning, and we empower our advisors to make a meaningful impact in the lives of their clients.

The Opportunity :

As a Financial Advisor at MassMutual, you will play a pivotal role in guiding clients through their financial journey. This entry-level position offers comprehensive training and support, allowing you to build a rewarding career while helping clients achieve their financial goals.

Job Responsibilities :

  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide personalized financial planning and investment advice tailored to clients' objectives.
  • Analyze financial data and market trends to create effective strategies for wealth management.
  • Educate clients on insurance products, investment options, and retirement planning.
  • Continuously expand your knowledge and skills through ongoing training and professional development.

Desired Qualifications :

  • Bachelor's degree in Finance, Business, or a related field.
  • Strong interpersonal and communication skills.
  • Motivated and self-driven with a passion for helping others.
  • Ability to work independently as well as part of a team.
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).

    • Nice-to-Haves :

  • Previous experience in sales or customer service roles.
  • Understanding of financial products and services.
  • Relevant certifications (e.g., Series 7, Series 66) or willingness to obtain them.
  • Active involvement in community service or professional organizations.
  • Experience with financial planning software.

    • ```

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