JBR - Associate Financial Advisor - Needham - ref. a26837319

Overview:

Johnson Brunetti, an Alera Group Company, is looking for an Associate Financial Advisor. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Johnson Brunetti, an Alera Group Company, offers a variety of financial services to help address our clients’ priorities, with a focus on retirement and investment strategies. Our organization was built on the foundations of integrity, trustworthiness and creating a sense of confidence for our clients as they approach their retirement years.

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

This position is based in person in our Needham, MA office but will require travel between our Massachusetts offices

Responsibilities:

• Support the advisors with client 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 company’s services and capabilities to clients
• Responsible for the upkeep of client data in various internal systems
• Attend evening educational workshops and introduce the main speaker or do the main presentation

Qualifications:

• College degree and 2 + years of financial services experience
• Life and Health Licensed; Series 65 or Series 7 & 66
• Strong organizational, prioritization, interpersonal & management skills
• Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written
• Ability to work in a fast-paced, evolving environment

Additional Information:

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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