Wealth Manager - MassMutual Greater Los Angeles

About us:

MassMutual Greater Los Angeles is an esteemed financial services company dedicated to helping our clients navigate their financial lives. For over 130 years, we've been simplifying the complexities of wealth management for our diverse clients, offering strategies and solutions tailored to their individual needs. Our goal is to assist them in achieving their financial goals, providing security for their families, and contributing to the overall health and stability of their communities.

The Opportunity:

As a Wealth Manager at MassMutual Greater Los Angeles, you will play a strategic role in managing, protecting, and multiplying our clients' wealth. You'll work closely with clients to understand their financial goals, develop customized financial plans, and advise them on a vast array of financial products and investments. This demanding but rewarding role requires exceptional analytical skills, a commitment to client service and the ability to thrive in a dynamic, collaborative environment.

Job Responsibilities:

• Analyze clients' financial status, set up investment strategies, and monitor client's portfolio investments.
• Develop long-term goals and strategic relationships with each client through proactive, personalized financial planning.
• Work closely with cross-functional teams to ensure that clients’ financial plan are coordinated efficiently.
• Ensure compliance with industry regulations and guidelines, as well as the organization's policies.
• Finding and providing ongoing client service and respond promptly to client requests and inquiries.

Desired Qualifications:

• A bachelor's degree in Finance, Economics or relevant field; a master's will be an advantage.
• At least five years direct wealth management experience with high net-worth individuals.
• Current, valid licenses (Series 7,63 and/or 66) as well as a Life and Health License.
• Proven knowledge of financial products, portfolio management, and investment strategies.
• Exceptional communication, interpersonal and listening skills, coupled with the ability to build lasting relationships with clients.

Nice-to-Haves:

• An advanced degree in Financial Planning or Business Administration.
• Certified Financial Planner (CFP) designation or willingness to pursue.
• Previous experience with a leading financial services firm.
• Proficiency in financial planning software and other related tools.
• Excellent problem-solving attitude, along with a passion for staying current with economic and financial markets trends.