Growth-Focused Financial Advisor for Retirement Planning

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

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.