Associate Financial Advisor: Client Growth & Onboarding

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

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.