Financial Advisor

Johnson Brunetti; Wethersfield (CT); On-site; USD 65,000 - 95,000; Full time

Job summary

Johnson Brunetti seeks an Advisor to join their growing team in CT. The role emphasizes meeting prospects, onboarding clients, and delivering tailored financial plans with investment, insurance, and retirement guidance.

Strong sales orientation, client relationship skills, and a willingness to travel between Connecticut offices are essential. Successful candidates will hold Life and Health licenses and Series 65 or 7 & 66, with at least three years in financial services and proven communication

Qualifications

• 3+ years of financial services experience with an emphasis on sales.
• Life and Health Licensed; Series 65 or Series 7 & 66 - REQUIRED
• Strong organizational, prioritization, interpersonal & management skills
• Excellent communications skills; both verbal and written

Responsibilities

• Meet with prospects and work with them through the onboarding process
• Prepare, present and implement customized financial plans
• Provide financial planning advice to include investment, insurance & retirement
• Develop, manage and retain strong client relationships
• Present at educational dinner workshops
• Strong initiative
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build a client base

Skills

Sales experience

Client relationship management

Communication skills

Organizational skills

Education

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

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 company leads 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 superior customer service 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!

This position is based in our Wethersfield, CT office and the candidate must be able to travel to our other Connecticut offices.

• 3 + years of financial services experience with an emphasis on sales
• Life and Health Licensed; Series 65 or Series 7 & 66 - REQUIRED
• Strong organizational, prioritization, interpersonal & management skills
• Excellent communications skills; both verbal and written

Position Responsibilities

• Meet with prospects and work with them through the onboarding process
• Prepare, present and implement customized financial plans
• Provide financial planning advice to include investment, insurance & retirement
• Develop, manage and retain strong client relationships
• Present at educational dinner workshops
• Strong initiative
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build a client base