Client-First Financial Advisor — Retirement Planning

Johnson Brunetti; Needham (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

Johnson Brunetti in Needham, MA is seeking a Servicing Financial Advisor to grow professionally within a successful advisory team. This role focuses on client onboarding and maintaining strong relationships by providing exceptional client service. The ideal candidate will have 3+ years of financial service experience and necessary licenses.

The position involves attending workshops for retiree prospects, offering a unique opportunity to help clients prepare for retirement with dedicated support and care.

Qualifications

• 3+ years of financial service advisory experience required.
• MA Life, Series 65 or Series 7 & 66 active licenses are a must.
• Strong mathematical and analytical skills are essential.

Responsibilities

• Develop, manage and retain strong client relationships.
• Prepare, present and implement customized financial plans.
• Attend and present at evening educational workshops for retiree prospects.

Skills

Client relationship management

Verbal communication

Analytical skills

Mathematical skills

Education

College degree preferred

Tools

Financial planning software

Job description

Johnson Brunetti in Needham, MA is seeking a Servicing Financial Advisor to grow professionally within a successful advisory team. This role focuses on client onboarding and maintaining strong relationships by providing exceptional client service. The ideal candidate will have 3+ years of financial service experience and necessary licenses.

The position involves attending workshops for retiree prospects, offering a unique opportunity to help clients prepare for retirement with dedicated support and care.