Wealth Management Advisor
MassMutual OregonHighlight
Summary
About the Role
About You
- Bachelor’s degree in Finance or business discipline preferred or equivalent work experience.
- Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire).
- Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations.
- Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Skype).
- Outgoing personality with the ability to develop relationships and a sincere desire to help others.
- Fearless, positive attitude, and willingness to be accountable for results.
- Organized, detail-oriented, and excellent time-management skills.
At MassMutual Oregon, we help you define what you want out of life. Then, we map out financial strategies to help you get there. We work with you to help minimize risk, protect your assets, reduce taxes and build your long-term wealth. Based in Lake Oswego, MassMutual Oregon has more than 50 associates dedicated to providing quality financial solutions to thousands of clients in Oregon and Central/Eastern Washington. ------ MassMutual Oregon is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, member SiPC.