What are the responsibilities and job description for the Wealth Management Specialist position at Johnson Brunetti Retirement & Investment Specialists?
Are you looking for a challenging and rewarding career in financial services? Do you enjoy working closely with clients, developing long-term relationships, and providing exceptional service?
As a Financial Advisor at Johnson Brunetti Retirement & Investment Specialists, you will have the opportunity to work with a well-established and growing financial firm. Our team is dedicated to helping our clients achieve their financial goals, and we are seeking an individual who shares our commitment.
Key responsibilities will include:
- Client onboarding and relationship development
- Customized financial plan preparation and presentation
- Investment, insurance, and retirement planning advice
- Travel to meet with clients in other offices
Successful candidates will have strong mathematical and analytical skills, excellent verbal and written communication skills, and the ability to work in a fast-paced environment.
