JBR - Associate Financial Advisor

UNAVAILABLE; Needham, Chula Vista (MA, CA); On-site; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a motivated Associate Financial Advisor to join their team in Needham. This role offers the chance to assist with client onboarding, conduct review meetings, and support advisors in enhancing client relationships. With a focus on integrity and client confidence, this position provides a unique opportunity to thrive in a fast-paced environment while delivering exceptional service. The company values strong communication and analytical skills, making it an ideal fit for those passionate about financial services. Join a team that prioritizes client success and offers comprehensive benefits to its employees.

Benefits

Medical Insurance

Dental Insurance

Life Insurance

Disability Insurance

401k

Generous Paid Time Off

Qualifications

• 2+ years of experience in financial services required.
• Life and Health License; Series 65 or Series 7 & 66 necessary.

Responsibilities

• Support advisors with client inquiries and new business.
• Manage and retain strong client relationships.

Skills

Organizational Skills

Interpersonal Skills

Mathematical Skills

Analytical Skills

Communication Skills

Education

College Degree

Tools

Client Management Systems

Job description

Overview

Johnson Brunetti, an Alera Group Company, is looking for an Associate Financial Advisor. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Johnson Brunetti, an Alera Group Company, offers a variety of financial services to help address our clients’ priorities, with a focus on retirement and investment strategies. Our organization was built on the foundations of integrity, trustworthiness and creating a sense of confidence for our clients as they approach their retirement years.

This position will assist with new client onboarding, conduct review meetings with existing clients and work with and support our Advisors and continue to grow and enhance existing client relationships.

This position is based in person in our Needham, MA office but will require travel between our Massachusetts offices.

Responsibilities

• Support the advisors with client inquiries and processing of new business.
• Provide excellent client service to existing clients.
• Manage and retain strong client relationships.
• Assist in the onboarding of new clients.
• Communicate the full range of the company’s services and capabilities to clients.
• Responsible for the upkeep of client data in various internal systems.
• Attend evening educational workshops and introduce the main speaker or do the main presentation.

Qualifications

• College degree and 2+ years of financial services experience.
• Life and Health Licensed; Series 65 or Series 7 & 66.
• Strong organizational, prioritization, interpersonal & management skills.
• Strong mathematical and analytical skills.
• Excellent communications skills; both verbal and written.
• Ability to work in a fast-paced, evolving environment.

Additional Information

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.