What are the responsibilities and job description for the Servicing Financial Advisor - Boston area position at Johnson Brunetti?
Servicing Financial Advisor - Needham, MA
Are you looking to grow professionally and be part of a successful advisory team?
Are you driven, self-motivated and customer-focused? Would you love to help clients as they prepare for retirement without having to focus on lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you!
Our well-established and growing financial advisory firm is expanding and seeking to add a Servicing Financial Advisor to our Team!
The Servicing Financial Advisor will assist with new client onboarding, meet with our established clients and continue to grow and enhance existing client relationships by providing exceptional client service, as well as resolving client inquiries.
This position is based in our Needham, MA office and the candidate must be able to travel weekdays to our other Massachusetts neighborhood offices to meet with clients for their convenience.
This Servicing Financial Advisor will have the opportunity to help grow our office. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service in always putting clients first.
Minimum Requirements
· College degree preferred
· 3 years of financial service advisory experience
· MA Life, Series 65 or Series 7 & 66 active licenses a must
· Strong organizational, interpersonal & management skills
· Strong mathematical and analytical skills
· Excellent verbal and written communication skills
· Ability to work in a fast-paced, evolving team environment
Position Responsibilities
• Develop, manage and retain strong client relationships
· Prepare, present and implement customized financial plans
• Provide holistic financial planning advice to include investment, insurance & retirement
· Attend and present at evening educational workshops for retiree prospects