Financial Advisor

Overview

Since its founding in 1851, Mass Mutual has been driven by its core belief in living mutual. The company emphasizes the value of interdependence, providing financial services and solutions designed to help individuals and families achieve financial security and peace of mind. Mass Mutual advocates for a collaborative approach to life, fostering a sense of community and support. For more information, visit

This is a full-time hybrid role for a Financial Advisor based in Naples, FL, with the flexibility to work remotely part-time. The Financial Advisor will be responsible for identifying clients  financial goals and recommending suitable financial planning strategies and solutions. Daily tasks will include assessing clients  portfolios, analyzing financial data, providing investment advice, and offering insurance options. Additionally, the Financial Advisor will build and maintain client relationships and stay informed about financial market trends and regulatory changes.

• Strong financial planning, portfolio analysis, and investment advisory skills
• Knowledge of insurance products and risk management strategies
• Ability to build and maintain strong client relationships and provide personalized service
• Exceptional communication, sales, and interpersonal skills
• Proficiency in financial planning tools, software, and technology
• Relevant certifications (e.g., CFP, CFA) or a commitment to obtain them
• Bachelor s degree in Finance, Economics, Business, or a related field
• Experience in financial services, wealth management, or a related field