Associate Financial Advisor

Johnson Brunetti; Hartford (CT); On-site; USD 60,000 - 90,000; Full time

Job summary

Johnson Brunetti in Hartford, CT, is seeking an Associate Financial Advisor to support advisors and nurture client relationships. The role is based in Wethersfield with travel to CT satellite offices.

It focuses on onboarding new clients and delivering exceptional service while expanding current client relationships. Ideal candidates have 2+ years in financial services, Life and Health licenses, and Series 65 or Series 7 & 66.

Qualifications

• 2+ years of financial services experience.
• Life and Health Licensed; Series 65 or Series 7 & 66.
• Strong organizational, prioritization, interpersonal & management skills.
• Strong mathematical and analytical skills.
• Excellent communications skills; both verbal and written.
• Ability to work in a fast-paced, evolving environment.
• Process-oriented approach to problem-solving and must be detail focused.

Responsibilities

• Support the advisors in regards to client's inquiries and processing of new business.
• Provide excellent client service to existing clients.
• Manage and retain strong client relationships.
• Assist in the onboarding of new clients.
• Communicate the full range of the company’s services and capabilities to clients.
• Responsible for the upkeep of client data in various internal systems.
• Attend evening educational workshops and introduce the main speaker.

Skills

Organizational skills

Prioritization

Interpersonal skills

Management skills

Excellent communication skills

Mathematical skills

Analytical skills

Attention to detail

Education

Life and Health License

Series 65

Series 7 & 66

Job description

Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement? 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 firm is expanding and seeking to add an Associate Financial Advisor to our Team!

This position will assist with new client onboarding, work with and support our Advisors and continue to grow and enhance existing client relationships by providing exceptional client service as well as resolving client inquiries. There is no cold calling required as our business development team drives lead generation for our advisors.

This position is based in our Wethersfield, CT office, but will also require travel to other CT satellite offices.

• 2 + years of financial services experience
• Life and Health Licensed; Series 65 or Series 7 & 66
• Strong organizational, prioritization, interpersonal & management skills
• Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written
• Ability to work in a fast-paced, evolving environment
• Process-oriented approach to problem-solving and must be detail focused

Position Responsibilities

• Support the advisors in regards to client's inquiries and processing of new business
• Provide excellent client service to existing clients
• Manage and retain strong client relationships
• Assist in the onboarding of new clients
• Communicate the full range of the company’s services and capabilities to clients
• Responsible for the upkeep of client data in various internal systems
• Attend evening educational workshops and introduce the main speaker