What are the responsibilities and job description for the Financial Advisor position at Johnson Brunetti?
Never have to prospect again!
Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Do you want to have the opportunity to meet one-on-one with prospects that are generated from our marketing activities, which include workshops, TV, podcast, and digital marketing? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Advisor to our Team!
We market in multiple channels and actually put appointments on your calendar. We also have existing house accounts that you can develop a relationship with and get paid to do it.
This position is based in our Needham, MA office and the candidate must be able to travel some weekdays to our other Greater Boston area neighborhood offices to meet with clients and prospects for their convenience.
Requirements
· College degree preferred
· Series 65 or Series 7 & 66 Required. MA Life insurance license required. CFP designation a plus
· 6 years of financial services experience with an emphasis on sales
· Excellent verbal and writen communication skills
· Ability to work in a fast-paced, evolving environment
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Position Responsibilities
· Meet one on one with prospects and work with them through the onboarding process.
• Prepare, present and implement customized financial plans
• Assist clients with investments focused on retirement planning
• Develop, manage and retain strong client relationships