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Associate Financial Planner

Company: MassMutual NC
Location: Raleigh
Posted on: September 16, 2023

Job 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!


Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives


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
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

About Company:
Through comprehensive financial planning, We help tackle the issues that matter, supporting them through important decisions. We set ourselves apart by focusing on the individual, building a foundation that can allow those who employ our services to be successful. That same foundation is found in our company culture. Our financial professionals always work to create an inclusive environment that represents our core values: development, family, teamwork, and happiness.

We are a young and agile firm that is always looking for new ways to support our talent network. We're lifelong learners that take pride in our commitment to training and education, and we work tirelessly to help our financial professionals explore their potential.

Health/vision/dentalOutstanding company cultureTop-tier training/educationRaleigh office is located near the PNC arena

Keywords: MassMutual NC, Raleigh , Associate Financial Planner, Accounting, Auditing , Raleigh, North Carolina

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