As a top producer, you’ve built a sizable practice delivering top value to your clients. Take your business to the next level. Consider affiliating with MassMutual Carolinas, where you will join an elite group of Financial Advisor's who share your passion for excellence and benefit from a great support system.
You’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products and services. If you qualify, you’ll get concierge-level business and marketing support so you can focus on meeting with clients.
Prospecting for clients on a referral basis within clearly defined markets
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analyses
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Strong interpersonal skills and customer service focus
Our firm was founded 80 years ago, and today is a strong family of financial professionals and supporting staff headquartered in Charlotte, NC. We lead by our principles of integrity, conviction, accountability, and our service to others. We are the experts to help you learn about financial responsibility and planning for a secure future. HF Financial acts on behalf of your best interests, and we ...will continue to offer you smart products and services to help fit your specific needs. Discover what makes the experts at HF Financial different from the rest.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.