Investment Advisor Representative jobs in United States
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MassMutual Carolinas · 3 days ago

Investment Advisor Representative

MassMutual Carolinas is seeking an Investment Advisor Representative to join their team. This role focuses on building relationships with clients, providing financial services, and making a positive impact in the community while working collaboratively with The Pelora Group.

Financial Services

Responsibilities

You’re working in financial services and want to take your practice to the next level
You place a high value on relationships and your client’s experience
Have alignment with our firm’s core values of Balance, Growth, Authenticity, Conviction, and Stewardship
You appreciate the differences in everyone’s situation and have the desire to learn what success means to each client and family that you serve
You thrive on expanding personal knowledge and skills through ongoing professional development
You have a strong desire to make a positive impact on your community both professionally and personally
You love meeting new people and building a network
You are self-motivated and will work determinedly to achieve your vision of success
You desire to join a community of professionals who are as passionate about your success as you are
You value collaboration and localized expert resources
You appreciate the idea of being independent but not alone while building and scaling your business
You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity and come alongside you to help you achieve your goals
You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences

Qualification

FINRA licensed series 7/66Life & Health Licensed

Required

FINRA licensed series 7/66 preferred
Life & Health Licensed

Company

MassMutual Carolinas

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At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.

Funding

Current Stage
Growth Stage

Leadership Team

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Amy Macari
Chief Adminstrative Officer
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Company data provided by crunchbase