Associate Financial Advisor - Boston area

Johnson Brunetti; Needham (MA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a driven Associate Financial Advisor to join their expanding team in Needham, MA. This role offers the opportunity to build meaningful relationships with clients and provide tailored financial planning services without the pressure of lead generation. The ideal candidate is customer-focused, enjoys working in a fast-paced environment, and is eager to help clients prepare for retirement. Join a supportive team that values professional growth and client satisfaction, and take your financial advisory career to the next level.

Qualifications

• 2+ years of financial services experience with an emphasis on sales.
• Strong mathematical and analytical skills are essential.

Responsibilities

• Develop, manage, and retain strong client relationships.
• Provide holistic financial planning advice, including investment and retirement planning.

Skills

Verbal Communication

Written Communication

Mathematical Skills

Analytical Skills

Sales Skills

Education

College Degree

Job description

Associate Financial Advisor - Boston area

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 prepare for retirement without focusing on lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service, then we would like to talk to you!

Our well-established and growing financial firm is expanding and seeking to add a Financial Advisor to our team.

The Financial Advisor will assist with new client onboarding, meet with established clients, and continue to grow and enhance existing client relationships by providing exceptional service and resolving client inquiries.

This position is based in our Needham, MA office, and the candidate must be able to travel weekdays to other Massachusetts offices to meet clients.

The Associate Advisor will have the opportunity to help grow our office. The ideal candidate enjoys building relationships, follows through with sales opportunities, and provides superior client service with a client-first approach.

Minimum requirements include:

• College degree (preferred)
• 2+ years of financial services experience with an emphasis on sales
• Series 65 or Series 7 & 66 certifications
• Strong mathematical and analytical skills
• Excellent verbal and written communication skills
• Ability to work in a fast-paced, evolving environment

Position responsibilities include:

1. Develop, manage, and retain strong client relationships
2. Prepare, present, and implement customized financial plans
3. Provide holistic financial planning advice, including investment, insurance, and retirement planning
4. Attend and present at evening educational workshops for retiree prospects