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MassMutual · 9 hours ago

Financial Advisor

Naples, FL

Full-time

Hybrid

Mid Level

MassMutual is a financial services company founded in 1851 that emphasizes the value of interdependence. They are seeking a Financial Advisor who will be responsible for identifying clients' financial goals and recommending suitable financial planning strategies and solutions.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement

H1B Sponsor Likely

Hiring Manager

Mark Zurbrick

Responsibilities

Identifying clients' financial goals and recommending suitable financial planning strategies and solutions

Assessing clients' portfolios

Analyzing financial data

Providing investment advice

Offering insurance options

Building and maintaining client relationships

Staying informed about financial market trends and regulatory changes

Qualification

Financial planningPortfolio analysisInvestment advisoryInsurance products knowledgeFinancial planning toolsRelevant certificationsClient relationship managementSales skillsExperience in financial servicesCommunication skillsInterpersonal skills

Required

Strong financial planning, portfolio analysis, and investment advisory skills

Knowledge of insurance products and risk management strategies

Ability to build and maintain strong client relationships and provide personalized service

Exceptional communication, sales, and interpersonal skills

Proficiency in financial planning tools, software, and technology

Relevant certifications (e.g., CFP, CFA) or a commitment to obtain them

Bachelor's degree in Finance, Economics, Business, or a related field

Experience in financial services, wealth management, or a related field

Company

MassMutual

Glassdoor3.9

MassMutual is a mutual life insurance company that provides investment management and trust services.

Founded in 1851

Springfield, Massachusetts, USA

5001-10000 employees

https://www.massmutual.com/

H1B Sponsorship

MassMutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (96)

2024 (94)

2023 (66)

2022 (115)

2021 (121)

2020 (73)