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Client-First Financial Advisor — Retirement Planning
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2026-07-17
Listing for:
Johnson Brunetti
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Johnson Brunetti in Needham, MA is seeking a Servicing Financial Advisor to grow professionally within a successful advisory team. This role focuses on client onboarding and maintaining strong relationships by providing exceptional client service. The ideal candidate will have 3+ years of financial service experience and necessary licenses.
The position involves attending workshops for retiree prospects, offering a unique opportunity to help clients prepare for retirement with dedicated support and care.
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