Yara Mojena
Sr. Financial Planning Consultant at MassMutual Financial Group
- Role
- Sr Financial Planning Consultant at MassMutual
- Location
- Miami Beach, FL, US
- LinkedIn followers
- 500 followers
About Yara Mojena
CFP, Series 7, 24 and 66
Experience
Sr Financial Planning Consultant
Jul 2016 — Present · Miami, TX, US
Consult with and support planners in the field on fee-based financial planning. Responsibilities include administration of home office quality control program for ensuring client deliverables are in compliance with policies & procedures; ensuring policies & procedures are up to date; providing training to supervisors in regard to financial planning policies & procedures.
Education
University of Rhode Island
BS
1990 — 1995
St. Louis University, Madrid
Study Abroad Semester
1993 — 1993
Skills
- Disability Insurance
- Certified Financial Planner
- Financial Advisory
- Long-Term Care
- 401k
- Investment Strategies
- Life Insurance
- Finance
- Wealth
- Asset Management
- Investments
- Financial Services
- Fixed Annuities
- Sales Management
- Iras
- Sales
- Financial Planners
- Pensions
- Variable Annuities
- Succession Planning
- Series 7
- Series 6
- Insurance
- Financial Planning
- Retirement Planning
- Finra
- Wealth Management
- Securities
- Estate Planning
- Term Life Insurance
- Management
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Retirement
- Series 63
- Strategic Financial Planning
- Employee Benefits
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