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Posted: Sunday, February 4, 2018 6:15 PM

Job Description
Seeking enthusiastic and motivated individuals to join our team as Para:Planner / Investment Management / Risk Management

**Candidate should have a minimum of 3 years experience in the financial services industry.

Desired licenses and professional designations:
Life and Health Insurance license
Series 7

Candidate should possess basic knowledge in the following product areas:
Individual Stocks and Bonds, mutual funds, ETSs, 401ks, Life Insurance, Annuities, Long Term Care, Disability Income insurance.

Candidate should possess the following attributes, work habits and core values:
Strategic Thinker
Self:starter
Independent learner
Comfort in a client:facing role
Strong desire to succeed
Highly organized
Excellent time management skills
Willingness to ask questions
Willingness to go the extra mile
Ethical
Confident and Resilient

Other important skills and talents:
Familiarity with financial planning process with eye toward 401(k) plans; collaborative; enjoys being a contributory member of a successful team; good working knowledge of Word and Excel; intermediate skills with database management.


Responsibilities may include:
Utilize financial planning software to create plan models and reports for advisor / partner to use in client presentation.
Work with partners to strategically maximize financial planning software capabilities.
Create Morningstar and other platform reports to support portfolio alignment.
Build annuity proposals using relevant carrier illustration software.
Execute trades, as directed and appropriate.
Review employer clients retirement plans on quarterly basis leveraging 3(21) Watch List reports to inform partners and clients. Communicate with business owner and/or human resources to inform them of needed changes in funds.
Prepare pre:sale paperwork and presentation material for retirement plan presentation by partners.
Assist partners with retirement plan implementation.
Conduct retirement plan enrollments including 401(k) and Simple plans.
Assist partners with retirement plan presentations.
Assist with portfolio management maintenance including cost:basis analysis.
Work directly with C and D clients as needed for developing client relationship.

Other qualifications
BA, BS, Graduate Degree or equivalent work experience required.

At Keystone Capital Partners Group, a DBA of MassMutual, we serve the community by providing individuals just like you with financial planning services including insurance protection, investment advice, retirement planning, and estate planning. We are also experienced in helping business owners protect the businesses theyve worked hard to build, and securing plans to keep them thriving for generations to come.
We take a collaborative approach to address the complex financial issues that our clients face every day.

About MassMutual
Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the companys strong and growing network of financial professionals helps clients make good financial decisions for the long:term.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and it

Source: https://www.tiptopjob.com/jobs/77845689_job.asp?source=backpage


• Location: Rochester

• Post ID: 35768477 rochester
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