What are the responsibilities and job description for the Financial Planning Expert position at Johnson Brunetti Retirement & Investment Specialists?
**Job Description:**
We are seeking a highly motivated and customer-focused Financial Advisor to join our team at Johnson Brunetti Retirement & Investment Specialists. As a key member of our team, you will have the opportunity to develop long-term relationships with clients and provide expert financial planning and advice.
The ideal candidate will have a strong background in sales and excellent communication skills, both verbal and written. You will be responsible for meeting one-on-one with prospects, working through the onboarding process, and preparing customized financial plans.
You will also assist clients with investments focused on retirement planning and develop strong client relationships. If you are driven, self-motivated, and enjoy working closely with clients, we would like to talk to you about this exciting opportunity.
Requirements:
- College degree preferred
- Series 65 or Series 7 & 66 Required, CFP designation a plus
- 2 years of financial services experience with an emphasis on sales
- Excellent communications skills; both verbal and written
- Ability to work in a fast-paced, evolving environment
Position Responsibilities:
- Meet one on one with prospects and work with them through the onboarding process
- Prepare, present, and implement customized financial plans involving
- Assist clients with investments focused on retirement planning
- Develop, manage, and retain strong client relationships
