Financial Advisor

Job overview

The Financial Advisor is listed in Glen Allen, VA, and the posting identifies the role as fully remote. Compensation is $100,000–$125,000 per year. The advisor supports clients in designing and implementing strategies to pursue their financial goals. The advisor assesses clients’ financial circumstances and objectives, develops suitable recommendations, and helps implement financial products and plans. Ongoing client service and tailored advice support long-term advising relationships.

What you'll do

• Collect client financial information to assess status, goals, cash flow, and expectations
• provide customer service and track communications and advice in client files
• develop strategies suited to risk tolerance and objectives
• assist with implementing recommendations such as life insurance, mutual funds, and savings plans
• design customized financial plans for changing needs.

What we're looking for

Skills & competencies

financial advisor

fully remote

glen allen va listing

mass mutual - greater richmond

full-time

$100k–$125k

financial planning

client relationships

investment recommendations

life insurance

mutual funds

life health and annuity licensed

series licenses preferred

Work arrangement

• Weekend coverage required

Why this role

The posting requests 2–3 years of financial-services experience and Life, Health, and Annuity licenses; Series 6, 63, and 65 or Series 7, 66 licenses are preferred.

About the employer

Mass Mutual - Greater Richmond is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.