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 without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer 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 Advisor to our Connecticut offices. This position is based in Wethersfield and the Advisor must be able to travel between our Connecticut neighborhood locations.

This Advisor will have the opportunity to help grow our office and meet one on one with company leads generated from workshops, referrals, and TV. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.

Minimum Requirements:

  • College degree preferred
  • 4 + years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65; Series 7
  • CFP designation is a plus
  • Strong organizational, prioritization, interpersonal & management skills
  • Strong mathematical and analytical skills
  • Excellent communications skills; both verbal and written
  • Position Responsibilities:
  • Prepare, present and implement customized financial plans
  • Assist clients with annuities, life, long-term care & managed money
  • Provide financial planning advice to include investment, insurance & retirement
  • Develop, manage and retain strong client relationships

Key Traits:

  • Strong initiative
  • Positive attitude
  • Ability to market to local clients
  • Persistence
  • An entrepreneurial perspective to build a client base
  • Persuasive ability

Job Application

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    Johnson Brunetti
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    Johnson Brunetti

    Investment Advisory Services offered through JB Capital, LLC.
    Insurance Products offered through JN Financial, LLC.
    Atlanta • Boston • Hartford | Tel: 800-208-7233

    JB Capital LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

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