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Financial Advisor

3 months ago

Needham Heights, United States Johnson Brunetti Full time

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 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 firm is expanding and seeking to add a Financial Advisor to our Team

The 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 occasionally travel to all our Massachusetts offices.

This Advisor will have the opportunity to help grow our office and meet one on one with company leads generated from workshops, referrals and TV. 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; always putting clients first.

Minimum Requirements

College degree preferred

4+years of financial services experience with an emphasis on sales

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

Prepare, present and implement customized financial plans

Assist clients with annuities, life, long-term care & managed money

Provide financial planning advice to include investment, insurance & retirement

Develop, manage and retain strong client relationships

Attend evening educational workshops and present educational program