Servicing Financial Advisor - Boston area

Johnson Brunetti; Needham (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

Johnson Brunetti in Needham, MA is seeking a Servicing Financial Advisor to grow professionally within a successful advisory team. This role focuses on client onboarding and maintaining strong relationships by providing exceptional client service. The ideal candidate will have 3+ years of financial service experience and necessary licenses.

The position involves attending workshops for retiree prospects, offering a unique opportunity to help clients prepare for retirement with dedicated support and care.

Qualifications

• 3+ years of financial service advisory experience required.
• MA Life, Series 65 or Series 7 & 66 active licenses are a must.
• Strong mathematical and analytical skills are essential.

Responsibilities

• Develop, manage and retain strong client relationships.
• Prepare, present and implement customized financial plans.
• Attend and present at evening educational workshops for retiree prospects.

Skills

Client relationship management

Verbal communication

Analytical skills

Mathematical skills

Education

College degree preferred

Tools

Financial planning software

Job description

Are you looking to grow professionally and be part of a successful advisory team?

Are you driven, self-motivated and customer-focused? Would you love to help clients as they prepare for retirement without having to focus on lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you!

Our well-established and growing financial advisory firm is expanding and seeking to add a Servicing Financial Advisor to our Team!

The Servicing Financial Advisor will assist with new client onboarding, meet with our established clients and continue to grow and enhance existing client relationships by providing exceptional client service, as well as resolving client inquiries.

This position is based in our Needham, MA office and the candidate must be able to travel weekdays to our other Massachusetts neighborhood offices to meet with clients for their convenience.

This Servicing Financial Advisor will have the opportunity to help grow our office. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service in always putting clients first.

Qualifications

• College degree preferred
• 3+ years of financial service advisory experience
• MA Life, Series 65 or Series 7 & 66 active licenses a must
• Strong mathematical and analytical skills
• Excellent verbal and written communication skills
• Ability to work in a fast-paced, evolving team environment

Position Responsibilities

• Develop, manage and retain strong client relationships
• Prepare, present and implement customized financial plans
• Provide holistic financial planning advice to include investment, insurance & retirement
• Attend and present at evening educational workshops for retiree prospects