Johnson Brunetti · 1 week ago
Financial Planning and Advisor Support Specialist
Wethersfield, CT
Full-time
Onsite
New Grad, Entry LevelJohnson Brunetti is a dynamic financial planning firm looking to expand its team. The Financial Planning and Advisor Support Specialist will work closely with advisors to create financial plans and analysis documents while ensuring accurate record-keeping and support for client meetings.
ConsultingFinancial ServicesRetirementWealth Management
Responsibilities
Responsible for preparing risk reports, income analysis, and one page deliverables for prospective client meetings
Prepare documents for upcoming review appointments with existing clients
Manage Salesforce data & ensure records are kept
Produce additional analysis reports for advisors as requested
Maintain accurate filing records to satisfy federal regulator requirements
Support the specialist department with any additional tasks
Qualification
Required
High level of communication and follow-through skills
Strong organizational skills
Motivated and driven by reaching goals and growth
Ability to meet deadlines and attention to detail
4 Year college degree in business or finance (please do not apply if you have not graduated yet)
Preferred
Financial Industry knowledge/experience preferred
Experience with MS Office, Excel and Salesforce preferred
Company
Johnson Brunetti
Johnson Brunetti is an independent Retirement and Investment Specialty company with neighborhood offices in Connecticut and Massachusetts.
Founded in 2003
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2022-08-01Acquired
Leadership Team
Laurie Tobias
Chief Operating Officer
Recent News
2025-12-25
2025-12-18
2025-10-15
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