What are the responsibilities and job description for the Financial Planning Expert position at Johnson Brunetti?
Johnson Brunetti offers a unique opportunity for experienced financial professionals to grow and thrive in a dynamic team environment.
About the Position
This Financial Planning Expert role involves meeting with prospects and working closely with them to develop tailored financial plans that meet their specific needs.
Key responsibilities include preparing and implementing customized financial plans, assisting clients with investments focused on retirement planning, and developing and maintaining strong client relationships.
What We Offer
We market in multiple channels and offer opportunities for professional growth and development.
Able to travel some weekdays to other offices, providing convenience for clients while expanding our reach.
Requirements
- Must have College degree
- Series 65 or Series 7 & 66 required
- Strong experience in Sales and Financial Services
- Excellent Communication and Interpersonal Skills
- Ability to adapt quickly in a fast-paced environment
