Financial Advisor — Build Relationships & Retirement Plans

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

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.