First Financial Group Hiring for Experienced Financial Advisor/Wealth Manager (REMOTE) Job at Washington, DC Full Time

COMPANY OVERVIEW:

MassMutual is a global financial services organization whose companies offer a broad portfolio of products including insurance, employee benefits, retirement plans, estate planning, tax, asset management, securities, and advisory services. Since 1851, its objective has been to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of its individual, corporate, and institutional clients.

First Financial Group, a general agency of MassMutual, is furthering those efforts and is one of the largest network of offices on the east coast with 10+ branch locations spanning across 7 states. Founded in 1977, First Financial Group is known for its excellent reputation and has established a record of providing innovative solutions for its clients through a wide array of insurance, advisory and investment services.

WHAT WE ARE LOOKING FOR:

First Financial Group has a current opening for an experienced Financial Advisor/Financial Planner to work REMOTELY and join our network of offices in the mid-Atlantic region (i.e., Pennsylvania, Maryland, Washington D.C., and/or Virginia). As an experienced Financial Advisor/Financial Planner, you owe it to yourself to join a team that provides key product and service offerings, sophisticated technology, and a premier investment platform. At First Financial Group, we can take your career to the next level and help you realize your full potential.

First Financial Group offers an agent centered culture with the freedom, training, and support to push the boundaries of your professional development. We place a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects commitment to its Financial Advisors/Financial Planners. You will be fully supported with an open product platform and top of line resources, while you provide the appropriate investment solutions to your clients.

Note: This is a REMOTE position; all candidates are welcome to apply but preference will be given to candidates based on proximity to the East Coast and Eastern Standard Time zone.

Compensation: $150,000.00 – $250,000.00 Annual Plan

RESPONSIBILITIES:

First Financial Group is committed to investing in its Financial Advisors/Financial Planners and nurturing team members who embrace the philosophy of developing deep expertise and providing excellent client service. Our collaborative, team-oriented environment results in exceptional opportunities for long term professional development. Your integrity, insights, and interpersonal skills will allow you to support your clients, as they look to reach their investment goals. In doing so, your duties will include:

• Demonstrating a deep and continued understanding of investment products.
• Maintaining ongoing communication with clients on financial investment issues and plans.
• Simplifying complex financial concepts while building rapport and credibility.
• Introducing clients to a broad range of investment strategies in order to meet their evolving investments needs.
• Collaborating with multiple business partners to craft an unsurpassed customer experience.
• Educating clients on ways to better monitor, maintain and handle their investments.

EXPERIENCE:

• 2+ years experience in the financial services, financial planning, or wealth management industry including, but not limited to, as a Financial Advisor, Financial Planner, Wealth Manager, Asset Manager, Investment Manager, or other related capacity.
• Life and Health, SIE, Series 7 and Series 66 licenses are preferred.
• Enrolled or have completed a financial planning educational program leading to certification (i.e., CFP, ChFC, CFA, CLU, and/or CPA designations are preferred).
• Knowledge of financial planning software/CRMs is a plus (i.e., eMoney, Envestnet, Redtail, and Wealthscape, Morningstar, etc.).
• Proficiency in Microsoft Office Suite (i.e., Word, Excel, PowerPoint, Outlook, etc.).
• Excellent project management and analytical skills with the capability to prioritize in a fast-paced environment.
• Proven ability to work with a wide range of clients, staff and vendors in a professional manner.
• Strategic thinking with the capability of making high-impact, data-driven decisions.
• Superior interpersonal, communication and influencing skills.
• Self-starter who can work independently as well as in a team environment.
• High level of ethics and integrity with the ability to maintain confidentiality.

For immediate consideration, please submit your resume in MSWord or PDF format.

CRN202206-266246

Job Type: Full-time

Pay: Up to $250,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Experience:

• financial planning or wealth management: 2 years (Required)

Work Location: Remote