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MassMutual Financial Group is a financial services firm that supplies individuals and businesses with insurance, retirement, investment, and financial planning assistance. MassMutu
Associate Regional Director, Wealth Management
Location
Florida + 5 moreAll locations: Florida | Louisiana | North Carolina | Mississippi | South Carolina | Virginia
Posted
124 days ago
Salary
$80K - $100K / year
Seniority
Lead
Job Description
Associate Regional Director, Wealth Management
MassMutual Financial Group
• Develop and execute strategies focused on coaching advisors on financial planning, investment management, practice management and client acquisition • Educate advisors to help them grow their wealth and financial planning businesses • Tactical execution of written plan in each agency • 1x1 advisor coaching and support for novice and high potential experienced advisors • Conduct regular coaching program advisor focus groups for high potential wealth advisors • Deliver agency training on key concepts including: 6 Step Financial Planning Process, Client Service Models, Client Engagement Frameworks, and Product Sales Conversations
Job Requirements
- Bachelor’s degree or HS Diploma with 10+ years of experience in the investment management and financial planning space
- 5+ years of sales experience selling investment management and financial planning products & solutions
- 2+ years of experience working and developing in-depth knowledge of insurance, wealth management and any associated products and services
- Ability to travel upwards of 50%
- FINRA Licensing - Series 7 at time of application
- FINRA Licensing - 66 (or 65 + 63) at time of application
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Remote work options
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