Wealth Management Specialist, Sr. jobs in Scranton, PA

MassMutual of Eastern PA in Bethlehem, PA is seeking a dynamic and experienced financial expert to join our team. The ideal candidate will play a key role in providing comprehensive financial planning and investment advisory services to our clients. If you are a motivated professional with a passion for helping individuals achieve their financial goals, we invite you to apply.

Benefits:

• Competitive salary and performance-based incentives.
• Health, dental, and retirement benefits.
• Ongoing professional development opportunities.
• Positive and collaborative work environment.

If you are a results-driven financial professional with a commitment to client success, we'd love to hear from you. Please submit your resume and a cover letter detailing your experience and approach to financial advising.

$70,000 at plan commission

• Perform detailed financial evaluations and analysis for clients in Scranton, PA, US.
• Create personalized financial plans tailored to individual objectives, risk tolerance, and financial circumstances.
• Offer advice on investment tactics, retirement strategies, estate planning, and other financial issues.
• Cultivate and nurture strong client connections through effective communication and regular interactions.
• Serve as a dependable advisor, providing continuous assistance and direction aligned with clients' financial goals.
• Regularly review client portfolios and adjust strategies as necessary.
• Ensure adherence to regulatory guidelines and industry standards.
• Maintain precise and current client records and paperwork.
• Stay updated on changes in financial legislation, regulations, and industry developments.

• A Bachelor's degree in finance, Business, or a related field is required for this position.
• Previous experience working as a Financial Advisor or in a similar role is essential.
• Strong knowledge of financial planning concepts, investment products, and market trends is a must.
• Excellent communication and interpersonal skills are necessary.
• Detail-oriented with a focus on providing exceptional client service is a key attribute.

At MassMutual of Eastern PA, our primary objective is to help people take hold of their finances. By designing strategies that fit their personal needs and style, we can help them attain their financial goals. As a full-service financial firm, we offer insurance and investment products and services for individuals and their families, busy executives, and professionals.