MassMutual Oregon ยท 17 hours ago
Wealth Management Advisor
Portland, Oregon Metropolitan Area
Full-time
Onsite
Mid LevelMassMutual Oregon is a stable and dependable firm focused on helping clients secure their financial futures. As a Wealth Manager, you will build your practice and assist clients in planning for their financial goals while developing relationships within your community.
Financial Services
Hiring Manager
Hadley Flores
Responsibilities
Build your practice and help those in your community plan for their financial futures
Qualification
Required
highly self-motivated and self-disciplined with the ability to work effectively and independently
outgoing personality with the ability to develop relationships and a sincere desire to help others
fearless, positive attitude, and willingness to be accountable for results
organized, detail-oriented, and excellent time-management skills
desire for continuous learning
good communicator - excellent listening skills and ability to explain complex information in a simple and concise manner
Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire)
Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Skype, with the ability to navigate multiple applications during call handling)
Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations
Preferred
Bachelor's degree - Finance or business discipline preferred or equivalent work experience
Company
MassMutual Oregon
At MassMutual Oregon, we help you define what you want out of life. Then, we map out financial strategies to help you get there.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase