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Wethersfield

    Associate Financial Advisor - Wethersfield, United States - Johnson Brunetti

    Johnson Brunetti
    Johnson Brunetti Wethersfield, United States

    3 weeks ago

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    Description

    Associate Financial Advisor

    Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you Our well-established and growing financial firm is expanding and seeking to add an Associate Advisor to our Team

    This position will assist with new client onboarding, work with and support our Advisors and continue to grow and enhance existing client relationships.

    This position is based in our Wethersfield, CT office, but will require travel between our Connecticut offices.

    Minimum Requirements

    College degree

    2 + years of financial services experience

    Life and Health Licensed; Series 65 or Series 7 & 66

    Strong organizational, prioritization, & interpersonal skills

    Strong mathematical and analytical skills

    Excellent communications skills; both verbal and written

    Ability to work in a fast-paced, evolving environment

    Process-oriented approach to problem-solving and must be detail-focused

    Position Responsibilities

    Support the advisor's in regard to client's inquiries and processing of new business

    Provide excellent client service to existing clients

    Manage and retain strong client relationships

    Assist in the onboarding of new clients

    Communicate the full range of the companys services and capabilities to clients

    Attend evening educational workshops as an introducer or presenter

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