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MassMutual Atlantic · 5 hours ago

Wealth Management Advisor

Fairfax, VA

Full-time

Onsite

New Grad, Entry Level

MassMutual Atlantic is seeking a Wealth Management Advisor to help individuals, families, and business owners build, protect, and transfer wealth. The role involves developing comprehensive financial strategies tailored to clients' goals and maintaining long-term client relationships.

Financial Services

Responsibilities

Build and manage long-term client relationships based on trust and fiduciary care

Conduct holistic financial planning

Investment and portfolio strategies

Retirement and income planning

Risk management and insurance solutions

Estate and legacy planning coordination

Develop customized financial plans aligned with client goals and risk tolerance

Acquire new clients through networking, referrals, and firm-supported marketing

Collaborate with internal specialists and leadership to deliver integrated solutions

Maintain compliance with regulatory and firm standards

Continuously develop professional knowledge and planning expertise

Qualification

FINRA licensesFinancial services experienceEntrepreneurial mindsetClient-first attitudeInterpersonal skillsCommunication skillsRelationship-building skillsCoachable attitudeGoal-oriented