Associate Financial Advisor

Johnson Brunetti; Needham (MA); On-site; USD 55,000 - 90,000; Full time

Job summary

Johnson Brunetti in Needham, MA is seeking an Associate Financial Advisor to help onboard new clients and support our Advisors, building strong relationships and delivering outstanding service.

This role requires 2+ years in financial services, licenses (Life and Health; Series 65 or 7/66), and sharp analytical and communication skills. Travel to Boston-area offices is required; no cold calling is involved.

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

Client service

Communication

Analytical skills

Organizational skills

Interpersonal skills

Detail oriented

Problem solving

Education

Life and Health Licensed; Series 65 or 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 Needham, MA office, but will also require travel to other Boston area 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