Financial Advisor

Johnson Brunetti; Needham (MA); On-site; USD 70,000 - 110,000; Full time

Job summary

Johnson Brunetti in Needham, MA is looking for an Advisor to join their team. The role involves meeting with clients to provide financial planning and build strong relationships.

Good candidates will have a college degree, multiple financial designations, plus over six years of sales-focused financial services experience. This position also requires the ability to travel to other offices in the Greater Boston area for client meetings.

Qualifications

• College degree preferred.
• Series 65 or Series 7 & 66 Required. MA Life insurance license required. CFP designation a plus.
• 6+ years of financial services experience with an emphasis on sales.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Meet one on one with prospects and work with them through the onboarding process.
• Prepare, present and implement customized financial plans.
• Assist clients with investments focused on retirement planning.
• Develop, manage and retain strong client relationships.

Skills

Sales experience

Verbal communication skills

Written communication skills

Client relationship management

Education

College degree

MA Life insurance license

Series 65 or Series 7 & 66

CFP designation

Job description

Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Do you want to have the opportunity to meet one-on-one with prospects that are generated from our marketing activities, which include workshops, TV, podcast, and digital marketing? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Advisor to our Team!

We market in multiple channels and actually put appointments on your calendar. We also have existing house accounts that you can develop a relationship with and get paid to do it.

This position is based in our Needham, MA office and the candidate must be able to travel some weekdays to our other Greater Boston area neighborhood offices to meet with clients and prospects for their convenience.

Requirements

• College degree preferred
• Series 65 or Series 7 & 66 Required. MA Life insurance license required. CFP designation a plus
• 6+ years of financial services experience with an emphasis on sales
• Excellent verbal and writen communication skills
• Ability to work in a fast-paced, evolving environment

Position Responsibilities

• Meet one on one with prospects and work with them through the onboarding process.
• Prepare, present and implement customized financial plans
• Assist clients with investments focused on retirement planning
• Develop, manage and retain strong client relationships