Associate Financial Advisor

Dickerson Group; Needham (MA); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Associate Financial Advisor to join their dynamic team. This role involves assisting with client onboarding, managing relationships, and providing exceptional service to clients. The ideal candidate will possess strong analytical and communication skills, along with a college degree and relevant financial services experience. Join a collaborative environment where your contributions will help clients navigate their financial futures with confidence. If you're ready to take your career to the next level in a supportive setting, this opportunity is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Life Insurance

Disability Insurance

401(k) Plan

Generous Paid Time Off

Qualifications

• 2+ years of experience in financial services required.
• Life and Health Licensed; Series 65 or Series 7 & 66 preferred.

Responsibilities

• Support advisors with client inquiries and processing new business.
• Manage and retain strong client relationships.

Skills

Organizational Skills

Interpersonal Skills

Analytical Skills

Communication Skills

Education

College Degree

Job description

OVERVIEW

Johnson Brunetti, an Alera Group Company, is looking for an Associate Financial Advisor. We seek highly motivated colleagues with experience and enthusiasm to join our team. This role may be the perfect fit for you!

Johnson Brunetti offers a variety of financial services focused on retirement and investment strategies. Our organization is built on integrity, trustworthiness, and creating confidence for our clients as they approach retirement.

This position will assist with new client onboarding, conduct review meetings with existing clients, and support our Advisors to grow and enhance client relationships.

This role is based in our Needham, MA office but requires travel between our Massachusetts offices.

RESPONSIBILITIES

1. Support advisors with client inquiries and processing new business.
2. Provide excellent service to existing clients.
3. Manage and retain strong client relationships.
4. Assist in onboarding new clients.
5. Communicate the full range of the company’s services to clients.
6. Maintain client data in internal systems.
7. Attend evening educational workshops and participate as a speaker or presenter.

QUALIFICATIONS

1. College degree and 2+ years of financial services experience.
2. Life and Health Licensed; Series 65 or Series 7 & 66.
3. Strong organizational, prioritization, interpersonal, and management skills.
4. Strong mathematical and analytical skills.
5. Excellent verbal and written communication skills.
6. Ability to work in a fast-paced, evolving environment.

BENEFITS

Alera Group offers comprehensive benefits, including medical, dental, life, and disability insurance, 401(k), generous paid time off, and more.

We are an equal opportunity employer. All applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand the personal information we may collect and how it will be used during your application process.

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