Financial Advisor

Johnson Brunetti; Wethersfield (CT); On-site; USD 70,000 - 90,000; Full time

Job summary

Johnson Brunetti, based in Wethersfield, CT, is expanding and seeks a dedicated Advisor. This role involves meeting with clients, preparing customized financial plans, and developing long-term relationships. Candidates should have 6+ years in financial services, relevant licenses, and excellent communication skills.

Join a growing firm that provides prospects and appointments through various marketing channels. A college degree is preferred, along with Series 65 or 7 & 66 certifications.

Qualifications

• College degree preferred.
• 6+ years of financial services experience with an emphasis on sales.
• Excellent verbal and written communication skills.

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

Verbal communication

Written communication

Client relationship management

Sales experience

Financial planning expertise

Education

College degree

Certifications (Series 65, Series 7 & 66)

CT Life & Health insurance license

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 Wethersfield, CT office and the candidate must be able to travel some weekdays to our other Connecticut neighborhood offices to meet with clients for their convenience.

Requirements

• College degree preferred
• Series 65 or Series 7 & 66 Required. CT Life & Health 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