Financial Advisor
Job Summary:
As a Financial Advisor you will have the freedom to build your practice on your terms. This isn’t about fitting into a corporate mold; it’s about leveraging your unique strengths to make a tangible difference in the lives of those around you. You will be empowered to take ownership of your career trajectory while benefiting from the strength and stability of a firm with a rich legacy and a bright future.
We’re seeking individuals who are:
- Driven & Disciplined: You know what it takes to succeed, and you’re ready to apply that relentless self-motivation to building a thriving business.
- Natural Connectors: Building relationships comes naturally to you, and you’re passionate about helping others achieve their goals.
- Fearless & Accountable: Challenges don’t scare you—they excite you. You’re ready to take charge of your success.
- Detail-Oriented & Organized: You keep your eye on the ball, ensuring nothing slips through the cracks.
- Eager to Learn: The best never stop improving. You’re committed to staying at the top of your game and fine tuning your edge.
- Clear Communicators: You excel at making complex concepts simple, guiding clients to make informed financial decisions.
What You'll Do:
- Prospecting & Engaging: Just like scouting talent, you’ll identify and connect with potential clients, building a strong and valuable clientele.
- Client Guidance: Leading clients through a thoughtful financial planning experience, setting them up for long-term success.
- Strategic Planning: Crafting customized financial strategies that align with each client’s unique goals and priorities.
- Relationship Management: Fostering lasting relationships through exceptional service and consistent follow-up.
- Industry Insight: Staying ahead of the curve by keeping informed on the latest industry trends and regulatory changes.
What You'll Need:
- Proven Success: You’ve demonstrated excellence in your previous roles, whether in sales, entrepreneurship, or other competitive fields.
- Education or Experience: A Bachelor’s degree or equivalent experience that highlights your commitment and capability.
- Licensing Preferred: Life, Accident & Health Insurance licenses and Series 6 or 7 licenses are a plus (we’ll support you in obtaining them within 6 months if needed)
- Technical Proficiency: You’re comfortable navigating multiple applications, including Microsoft Suite and Zoom.
- Client-Centric: You’re driven by a genuine desire to serve clients well and deliver unparalleled service.
About Us:
MassMutual Great Lakes is part of MassMutual Financial Group, a company that has been at the forefront of the American financial landscape since 1851. Our foundation of mutuality means that we are driven by the success of our policyholders and advisors alike. For over 170 years, MassMutual has been a resilient force, guiding clients through economic shifts and market cycles with a commitment to stability and innovation. MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. MassMutual has a long history of financial strength and strong performance, and although dividends are not guaranteed, the company has paid dividends to eligible participating policyholders consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long-term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
At our firm, we recognize that your success is our success. We don’t just offer financial products—we provide a platform for entrepreneurial advisors to build thriving practices. Our personalized, strategic planning fosters wealth growth, protection, and management for generations. As part of our elite firm, you will have the tools, resources, and support to make informed decisions and craft comprehensive solutions tailored to your clients’ needs.
Joining MassMutual Great Lakes is more than joining a firm—it’s becoming part of a legacy of excellence and innovation. Seize the opportunity to shape your own path, make a meaningful impact, and achieve your personal, professional, and financial goals. Begin by applying today.