What are the responsibilities and job description for the Associate Financial Advisor position at Johnson Brunetti Retirement & Investment Specialists?
Associate Financial Advisor
We are seeking a driven and customer-focused individual to join our advisory team.
If you enjoy working closely with clients, developing long-term relationships, and providing exceptional client service, we would like to talk to you.
Our well-established and growing financial firm is expanding and seeks to add a Financial Advisor to our Team.
The Financial Advisor will assist with new client onboarding, meet with established clients, and continue to grow and enhance existing client relationships by providing superior client service, as well as resolving client inquiries.
Key Responsibilities:
- Develop, manage, and retain strong client relationships.
- Prepare, present, and implement customized financial plans.
- Provide holistic financial planning advice to include investment, insurance, and retirement options.
- Attend and present at evening educational workshops for retiree prospects.
Requirements:
- College degree preferred.
- 2 years of financial services experience with an emphasis on sales.
- Series 65 or Series 7 & 66 certification.
- Strong organizational, interpersonal, and management skills.
- Strong mathematical and analytical skills.
- Excellent verbal and written communication skills.
- Ability to work in a fast-paced, evolving environment.
