What are the responsibilities and job description for the Entry Level Financial Advisor position at Brunner & Co.?
Company Description Brunner & Co. is a publicly traded financial services company headquartered in Duluth, Georgia, serving middle-income families across North America. Founded in 1977, the organization offers a wide range of products and services designed to support long-term financial well-being. Core offerings include term life insurance, mutual funds and investment products, debt solutions, retirement planning, auto and home insurance referrals, and legal protection plans. The company’s mission is to help families become properly protected, debt-free, and financially independent, with a client-focused approach and accessible financial guidance.
Role Description The Entry Level Financial Advisor role is a full-time remote position focused on helping clients understand and plan for their financial goals. In this role, the advisor will conduct virtual client meetings, gather financial information, and provide basic guidance on protection, debt reduction, savings, and retirement planning. Daily responsibilities include learning and presenting Brunner & Co.’s products and services, preparing simple financial recommendations under supervision, and following up with clients to ensure implementation and satisfaction. The advisor will collaborate with senior team members, maintain accurate client records, and adhere to regulatory and company compliance standards. Ongoing training and mentorship will support growth into more advanced advisory responsibilities.
Qualifications
- Candidates should possess strong communication and interpersonal skills for client-facing conversations, presentations, and relationship building.
- Candidates should possess analytical and problem-solving skills to interpret basic financial information and develop practical recommendations.
- Candidates should possess organizational and time-management skills to handle multiple client engagements, documentation, and follow-ups in a remote setting.
- Candidates should possess customer service and client-care skills, demonstrating empathy, professionalism, and a commitment to client outcomes.
- Ability to learn financial concepts quickly and work within regulatory guidelines; prior exposure to insurance, investments, or personal finance is beneficial.
- Comfort with remote work technologies and basic proficiency in productivity tools (e.g., video conferencing, CRM systems, spreadsheets).
- High school diploma required; an associate or bachelor’s degree in finance, business, economics, or a related field is preferred.
- Relevant licenses or willingness to obtain required financial and insurance licenses within a specified timeframe.