Associate Financial Advisor - Client Onboarding & Growth

Johnson Brunetti; Needham (MA); Sur place; USD 55 000 - 90 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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

Connaissances

Client service

Communication

Analytical skills

Organizational skills

Interpersonal skills

Detail oriented

Problem solving

Formation

Life and Health Licensed; Series 65 or Series 7 & 66

Description du poste

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.