Associate Financial Advisor

2 weeks ago

Needham Heights, United States Johnson Brunetti Full time

Associate Financial Advisor

Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do 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 firm is expanding and seeking to add an Associate Advisor to our Team

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 our Needham, MA office but will require travel between our Massachusettes offices.

Minimum Requirements

College degree

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

Process-oriented approach to problem-solving and must be detail focused

Position Responsibilities

Support the advisors in regards to client's 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 companys 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

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