75 Financial Planning jobs in Charlotte

Ready to be pushed beyond what you think you're capable of?
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
*Team/ Role Paragraph:*
Platform and Core FP&A supports the infrastructure and core teams that power every Coinbase product, including Cloud, Security, and Developer Productivity. Our objective is to provide CFO-level partnership to these mission-critical teams, helping guide decisions on cloud spend, build-versus-buy tradeoffs, and long-range platform investment. From modeling cost dynamics to influencing resourcing strategies, this role sits at the intersection of finance, strategy, and technical execution. It's a uniquely cross-functional seat with exposure to senior leadership and a mandate to help Coinbase scale securely and efficiently.
*What you'll be doing (ie. job duties):***
* Support the development of the annual budget and ongoing forecasting processes, including variance analysis and trend identification.
* Review month-end close activities in collaboration with the Accounting team and be a subject matter expert for the Operations & Technology team.
* Create business review materials and lead presentations with functional leadership.
* Develop tools and resources to drive insights related to budget allocation, attribution analysis and financial reporting which will guide decision making.
* Work cross-functionally with key partners on P&L forecasting, headcount management and ad hoc analysis.
* Develop impactful, compelling presentation materials (decks, notes, write-ups, backup materials, etc.) that effectively communicates financial projections, drivers, business performance, risks and opportunities to leadership.
* Conduct ad-hoc analysis and special projects as requested by senior management.
*What we look for in you (ie. job requirements):***
* University degree in Finance, Accounting, Economics or related subject area.
* Minimum of 7 years experience in an analytical and/or planning role at a public company or consulting, banking, tech etc.
* Experience with financial modeling and analysis.
* Outstanding analytical skill, with a passion for metrics and data; ability to apply in order to influence and drive decision making.
* Self-starter who is intellectually curious and not afraid to seek out projects independently.
* High competence and passion for sophisticated problem solving applying financial modeling and analysis, including advanced dashboards.
* Excellent communication and interpersonal skills with the ability to build relationships with cross-functional teams.
*Nice to haves:*
* Advanced degree in business or finance.
* Experience with visualization tools (Looker, etc.) and financial software (Anaplan, Coupa, NetSuite, etc.) is a plus.
* SQL experience working with large datasets and creating data visualization tools. (Python and SQL skills are a plus.)
* Experience with financial tech, crypto or traditional financial services.
Job #: P65759
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$166,345-$195,700 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations(at)coinbase.com

At  Trane Technologies TM   and through our businesses including  Trane ®  and  Thermo King ® , we create innovative climate solutions for buildings, homes, and transportation that challenge what's possible for a sustainable world. We're a team that dares to look at the world's challenges and see impactful possibilities. We believe in a better future when we uplift others and enable our people to thrive at work and at home. We boldly go.
**What's in it for you: **  
**Be a part of our mission!**   As a world leader in creating comfortable, sustainable, and efficient environments, it's our responsibility to put the planet first. For us at Trane Technologies, sustainability is not just how we do business-it is our business. Do you dare to look at the world's challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world. 
**Thrive at work and at home: **  
+ **Benefits** kick in on **DAY ONE** for you _and_ your family, including health insurance and holistic wellness programs that include generous incentives - **WE DARE TO CARE** !   
+ **Family building benefits** include fertility coverage and adoption/surrogacy assistance.   
+ **401K** **match** up to 6%, plus an additional 2% core contribution = up to **8%** company contribution.   
+ **Paid time off,** including in support of **volunteer** and **parental leave** needs.   
+ Educational and training opportunities through company programs along with **tuition assistance** and **student debt support** .   
+ Learn more about our benefits here ( !  
**Where is the work:**
  **Hybrid:**
This position will be based in Davidson, North Carolina, at our North American Headquarters. This position has been designated as a Hybrid work schedule with work performed onsite 3 days each week
**Job Summary:**
Trane Technologies is seeking a strategic, innovative and results-oriented Vice President, Financial Planning & Analysis to serve as a key member of the corporate financial leadership team. Reporting to the Chief Financial Officer, the VP, Financial Planning & Analysis is responsible for delivering value-added business analysis as well as defining and reporting meaningful enterprise financial and operational metrics that support insightful, accurate and timely business decision-making. The VP, FP&A is responsible for overseeing the corporate financial planning organization that builds strong relationships with our regional businesses and enterprise functional leaders which results in a comprehensive understanding of key business drivers and financial models that enable the team to deliver value-added analysis across the enterprise.
**What you will do:  **  
· Lead a central team that coordinates financial planning & analysis activities led by the enterprise, including timelines, targets and requirements for annual operating plan, quarterly business reviews and forecasts, analysis of monthly results and enterprise business reviews, long-range plans and operational updates for the board of directors meetings. Manage enterprise process functionality, standardization and changes to improve efficiency and effectiveness of business planning processes and systems
· Serve as an advocate for the business while leading the assessment of enterprise plans and business plan performance, including risks and opportunities, as well as recommending actions to identify value creation opportunities and improve business outcomes
· Partner with the management team at the regional and BU level and corporate, to provide value-added insight into the business
· Prepare a monthly reporting package that includes comprehensive Key Performance Indicator (KPI) reporting, analysis of key business trends, actual versus forecast variances with comprehensive explanations of differences
· Drive an efficient, effective and comprehensive process for developing financial plans and analysis that links to the enterprise strategy and partner with regional leadership teams to ensure execution
· Develop and monitor the company's annual budget and monthly forecasts, which shall include establishing budget tools, setting timelines and acting as project manager for the company, ensuring all budgets are accurate, comprehensive and completed on time
· Prepare and monitor the company's long range strategic planning financial models
· Support quarterly external reporting, including earnings releases, presentations and earnings call support
· Manage the agenda for the enterprise Investment Review Board to evaluate major investment decisions across the enterprise
· Actively own key finance and business processes and applications including OneStream and data and analytics strategy
· Be a partner with our strategy group to develop and enhance competitive intelligence, customer intelligence, geographic economic data and technology trends
· Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified and to assist with various ad hoc projects as needed
· Maintain relationships with global finance teams to ensure quality deliverables and proper information flow
**Qualifications:**  
· More than 15 years of experience, ideally in a multinational/global business, with several years of experience in finance leadership positions in complex, progressive, global planning and analysis environment along with a strong track record of personal achievement and advancement
· Finance leader role in a large business unit/segment responsible for finance functions and strategic and operational planning and forecasting
· Minimum of 5 years in finance leadership role developing high-performing talent and directing high-performing team(s)
· International experience/exposure
· Experience in an industrial and/or consumer products businesses
· Must possess and demonstrate high degree of financial, analytical and process leadership competence and business acumen
· A Bachelor's degree is required; an MBA or equivalent advanced degree is highly preferred
· Proven track record of teamwork, innovation and results in financial planning & analysis. Ability to interact with and influence people at all levels of an organization
· A track record of progressively responsible assignments in large, multinational companies. Proven success managing large-scale, multi-departmental projects. Effective decision-making with attention to detail. Hands-on as well as strategic approach with the ability to drive change and achieve business results.
  **Equal Employment Opportunity:**    
We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.

The Senior Financial Planning & Analysis Analyst will join a dynamic, Corporate FP&A team that works cross-functionally within the organization to produce analytical deliverables to key stakeholders and executive management. This role reports directly to the Vice President, Corporate FP&A and has primary responsibilities over headquarter functions, consolidations, and analysis over segment financial results. 
**JOB DUTIES:**
+ Participate in active management of headquarter cost centers.
+ Manage the analysis of total company results on a monthly, quarterly, & annual basis.
+ Execute monthly forecast & annual budgeting process and assist in building strategic plans.
+ Participate and co-lead monthly & quarterly presentations for the leadership team & Board of Directors.
+ Provide financial and analytical support for external reporting requirements for the leadership team.
+ Conduct ad-hoc analysis where necessary.
+ Champion continuous improvement initiatives aimed at enhancing data accuracy and the quality of financial analysis.
**YOU MUST HAVE:**
+ 4+ years of financial planning or similar experience.
+ Demonstrated prior experience in developing and producing comprehensive financial modeling.
**WE VALUE:**
+ Proven experience in developing detailed cash flow models to support financial planning.
+ Experience using financial systems and prior reporting experience for a multi-segment business.
+ Experience developing forecasts and operating plans.
+ Exceptional analytical skills (linking results to drivers).
+ Skilled in delivering clear, concise, and effective communication across all organizational levels, including executive leadership, cross-functional teams, and external stakeholders.
+ Self-motivated, results-oriented and assertive individual.
+ Ability to make consistent and timely decisions.
+ Ability to quickly identify subtle patterns among issues.
**WHAT'S IN IT FOR YOU?**
+ Impactful opportunity to join Resideo and be a key contributor providing analytics that support transformative growth.
+ This role will afford you C-level visibility while helping to drive game-changing and intricate corporate initiatives.
+ Be part of a talented team of finance and accounting professionals.
#LI-CF1
#LI-HYBRID
Resideo is a $6.76 billion global manufacturer, developer, and distributor of technology-driven sensing and control solutions that help homeowners and businesses stay connected and in control of their comfort, security, energy use, and smart living. We focus on the professional channel, serving over 100,000 contractors, installers, dealers, and integrators across the HVAC, security, fire, electrical, and home comfort markets. Our products are found in more than 150 million residential and commercial spaces worldwide, with tens of millions of new devices sold annually. Trusted brands like Honeywell Home, First Alert, and Resideo power connected living for over 12.8 million customers through our Products & Solutions segment. Our ADI | Snap One segment spans 200+ stocking locations in 17 countries, offering a catalog of over 500,000 products from more than 1,000 manufacturers. With a global team of more than 14,000 employees, we offer the opportunity to make a real impact in a fast-growing, purpose-driven industry. Learn more at Resideo, we bring together diverse individuals to build the future of homes. Resideo is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. For more information on applicable U.S. equal employment regulations, refer to the If you require a reasonable accommodation to apply for a job, please use Contact Us form for assistance.

A prestigious financial institution in Charlotte, North Carolina, US is looking for a seasoned Director of Financial Planning & Analysis (FP&A). This executive role is responsible for leading the FP&A function, providing strategic financial insights, and driving financial performance across the organization. The Director will oversee the budgeting, forecasting, and long-range planning processes, ensuring accuracy and alignment with business objectives. Key duties include developing financial models, analyzing variances, identifying trends and risks, and presenting financial performance reports and recommendations to senior leadership and the Board of Directors. You will also play a key role in strategic decision-making, investment analysis, and performance management initiatives. The ideal candidate will possess a strong understanding of financial markets, corporate finance, and accounting principles. A Master's degree in Finance, Accounting, or a related field, along with a CPA or CFA designation, is highly preferred. A minimum of 10 years of progressive experience in financial analysis and planning, with at least 5 years in a leadership capacity, is required. Exceptional analytical, strategic thinking, and communication skills are essential, as is a proven ability to manage complex financial projects and influence stakeholders at all levels. Experience within the banking or financial services sector is a significant advantage. This is a critical leadership position offering the opportunity to shape the financial future of a respected organization.

Logistics at full potential.

At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to build a career you can be proud of.

As the Senior Analyst, Financial Planning and Analysis, you function as a key liaison inside and outside the finance organization and will assist with budgeting, forecasting, and planning for various departments across GXO Americas and Asia Pacific region, with a strong focus on business partnering and creating value for each area served. On our team, you will utilize your skills and experience to drive positive results and build working relationships with GXO leaders, ensuring an exciting future for yourself and GXO.

Pay, benefits and more.

We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), 401(k), life insurance, disability and more.

What you will do on a typical day:

Provides analysis of profitability variances. Analyzes, investigates, and communicates variances and unusual cost items, evaluates their effect on operations, and provides recommendations for corrective actions. Assists with monthly financial cycles and communicates across business functions inside and outside the financial organization.

• Leads the annual budgeting and monthly forecasting processes for the central Operations Excellence & Engineering department of the America's Asia Pacific region, including forecasting of headcount and related costs as well as non-labor costs such as prepaid service agreements
• Forecasts and reports on the accounting treatment of employee labor, such as capitalized labor and customer-funded labor
• Serves as a technical liaison to accounting, Operations Excellence & Engineering leadership, finance management and other staff by providing financial planning experience, financial information and modeling, activity analysis and variance analysis
• Perform analysis of complex data to understand operational trends and the corresponding monetary impact
• Partners with HR business leaders to understand, forecast, and budget headcount and hiring trends
• Professionally reports financial performance and variances, including weekly, monthly, quarterly, and annual operating results
• Focuses on identifying weaknesses in current financial processes and strategizes process improvement efforts with finance team
• Prepare and present ad hoc reporting as required in support of departmental needs

What you need to succeed at GXO:

At a minimum, you will need:

• Bachelor's degree in business, finance, accounting or related field, or equivalent related work or military experience
• 3 years of experience in finance or financial planning and analysis
• Experience with Microsoft Office and creating complex formulas and models in Excel with large amounts of data in various formats
• Financial leadership and professional presentation experience

It would be great if you also have:

• Master's degree (MBA or MS)
• Availability to travel an average of 2-4 times per year
• Experience with Business Intelligence (BI) tools
• Experience in transportation and/or supply chain, and with corporate offices and divisions
• Experience developing insightful, valuable, and actionable analyses with detailed explanations regarding drivers of those results; capability to produce unambiguous, comprehensive, and accurate interpretations
• Consistent interpersonal, leadership and creative skills

GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work.

We are proud to be an Equal Opportunity/Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, sex, disability, veteran or other protected status.

GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.

All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement here.

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.

• We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
• We hire experienced professionals who understand the industry and provide effective advice.
• We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

SUMMARY OF POSITION:

A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation.

PRIMARY RESPONSIBILITIES:

• Provide distinctive service to clients and prospects , in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
• Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients.
• Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
• Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports.
• Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request.
• Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
• Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans.
• Approve loans under approved authority limits.
• Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility.
• Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's.
• Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products.
• Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning.
• Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department.
• Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members.
• Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning.
• Participate in developmental and training activities as well as projects as directed by management.
• Meet all the client's financial needs , both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.

DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:

• College degree is preferred - finance or business-related field.
• 10 years' experience in banking/financial services.
• Knowledge of consumer and commercial banking products.
• Strong knowledge base relative to consumer and commercial loan documents.
• Knowledge of compliance and federal banking regulations.
• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.

DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:

• Excellent interpersonal skills, including verbal and written communication skills.
• Effective analytical and mathematical reasoning skills with a strong attention to detail.
• Ability to work independently and prioritize daily tasks.
• Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
• Flexibility and ability to multi-task.
• Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
• The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

POSITION STATUS: EXEMPT

DATE:

Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

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Job Category : Business and Professional Banking

Requisition Number : FINAN

Posted : November 28, 2023

Job Type : Full-Time

Locations

Location: Charlotte, NC 28210, USA

Description

Job Summary

The Financial Advisor offers appropriate investment products to existing and prospective clients and provides ongoing service to all existing clients. They are responsible for identifying and understanding client needs and objectives, and for making appropriate investment/insurance recommendations consistent with compliance standards. Financial Advisors work collaboratively with line of business partners to identify and drive opportunities and expand relationships.

Key Responsibilities / Essential Functions

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Meets annual revenue/pipeline goals and corresponding sales activity including developing sales plans, executing regular calling programs, and analyzing customer and market needs.
• Owns the client experience, efficiently handling sales and service, identifying sales, executing opportunities, and making referrals to internal business partners.
• Acquires, expands, and maintains client relationships through business development and client networking.
• Maintains compliance with all applicable

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Direct message the job poster from 1847Financial - New Jersey

Business Development Director ? Recruiting Top Talent in Financial Services to Serve with Excellence

Company Description

1847Financial, grounded in the legacy of Penn Mutual since 1847, is a national organization of financial services firms. We are dedicated to supporting financial professionals through robust resources and a client-first approach to life insurance and wealth management. 1847Financial is the preferred destination for dynamic financial professionals seeking affiliation with a reputable mutual company and our broker-dealer, HTK. We offer customized support to build sustainable financial practices, underscored by our commitment to mutuality and client service.

Role Description

This is a full-time remote role for a Financial Advisor at 1847Financial. The Financial Advisor will be responsible for providing comprehensive financial planning and advisory services to clients. Day-to-day tasks include developing tailored investment plans, offering retirement planning advice, and managing client relationships to achieve financial goals. The role requires collaboration with team members to deliver client-focused financial solutions.

Qualifications

• Proficiency in Financial Planning and Finance
• Experience in Retirement Planning and Investments
• Strong Financial Advisory skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Bachelor's degree in Finance, Economics, or a related field
• CFA, CFP, or other relevant certifications are a plus
• FINRA Securities Licenses 7/66 Preferred
• Life/Health/LTC Insurance Licenses

Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales

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Job Description

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About Us:

MassMutual is a leading mutual life insurance company that has been helping individuals and families secure their financial futures for over 160 years. Our commitment to integrity, innovation, and community makes us a trusted partner in financial planning, and we empower our advisors to make a meaningful impact in the lives of their clients.
The Opportunity:

As a Financial Advisor at MassMutual, you will play a pivotal role in guiding clients through their financial journey. This entry-level position offers comprehensive training and support, allowing you to build a rewarding career while helping clients achieve their financial goals.
Job Responsibilities:

• Develop and maintain strong relationships with clients to understand their financial needs and goals.
• Provide personalized financial planning and investment advice tailored to clients' objectives.
• Analyze financial data and market trends to create effective strategies for wealth management.
• Educate clients on insurance products, investment options, and retirement planning.
• Continuously expand your knowledge and skills through ongoing training and professional development.

Desired Qualifications:

• Bachelor's degree in Finance, Business, or a related field.
• Strong interpersonal and communication skills.
• Motivated and self-driven with a passion for helping others.
• Ability to work independently as well as part of a team.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).

Nice-to-Haves:

• Previous experience in sales or customer service roles.
• Understanding of financial products and services.
• Relevant certifications (e.g., Series 7, Series 66) or willingness to obtain them.
• Active involvement in community service or professional organizations.
• Experience with financial planning software.