What are the responsibilities and job description for the Wealth Strategist position at Johnson Brunetti?
**About Johnson Brunetti**
We are a well-established and growing financial firm seeking to add an experienced Advisor to our Team.
Our Mission
We strive to provide exceptional financial planning and expertise, helping our clients achieve their long-term goals.
Your Role
You will meet one-on-one with prospects and work closely with them through the onboarding process.
Preparation of customized financial plans involving investments focused on retirement planning is essential to your success.
Developing, managing, and retaining strong client relationships is crucial to the growth of our firm.
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
