Current jobs related to Associate Financial Advisor - Wethersfield - Alera Group

  • Associate Financial Advisor

    4 weeks ago

    Wethersfield, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Associate Financial AdvisorAre 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 generate leads yourself? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself,...

  • Associate Financial Advisor

    4 weeks ago

    Wethersfield, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Associate Financial AdvisorAre 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 generate leads yourself? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself,...

  • Associate Financial Advisor

    3 weeks ago

    Wethersfield, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Associate Financial AdvisorWe provide the lead generation so you can focus on what you do best - sitting across the table from a client and taking the fear out of their financial future.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...

  • Associate Financial Advisor

    2 weeks ago

    Wethersfield, United States Alera Group Full time

     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 the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing...

  • Associate Financial Advisor

    1 month ago

    Wethersfield, United States Alera Group Full time

     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 the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing...

  • Financial Advisor

    3 weeks ago

    Wethersfield, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Financial AdvisorLet us provide the lead generation so you can focus on what you do best - sitting across the table from a client and taking the fear out of their financial future.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...

  • Associate Financial Advisor

    4 weeks ago

    Wethersfield, CT, United States Alera Group Full time

     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 the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing...

  • Financial Advisor

    2 months ago

    Wethersfield, United States Alera Group Full time

     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...

  • Financial Services Associate

    2 weeks ago

    Wethersfield, Connecticut, United States Alera Group, Inc. Full time

    Job Title: Associate Financial Advisor About the Role: We are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Alera Group, Inc. As an Associate Financial Advisor, you will play a critical role in supporting our Advisors and clients in achieving their financial goals. Key Responsibilities: Support Advisors...

  • Financial Advisor

    5 months ago

    Wethersfield, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Financial Planning AdvisorAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Do you want to have the opportunity to meet one on one with company leads that are generated from our marketing activities which include workshops, TV, podcast and digital marketing? If you enjoy working closely with...

  • Financial Services Associate

    4 weeks ago

    Wethersfield, Connecticut, United States Alera Group, Inc. Full time

    OverviewWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Alera Group, Inc. As a key member of our team, you will play a critical role in supporting our advisors and clients, while also contributing to the growth and success of our financial firm.ResponsibilitiesSupport advisors with client inquiries and...

  • Associate Financial Advisor

    1 month ago

    Wethersfield, CT, United States Alera Group Full time

     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 the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing...

  • Financial Services Professional

    2 weeks ago

    Wethersfield, Connecticut, United States Alera Group, Inc. Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at Alera Group, Inc. As an Associate Financial Advisor, you will play a critical role in supporting our advisors with client inquiries, processing new business, and providing exceptional client service.Key Responsibilities: Assist advisors with...

  • Financial Services Professional

    4 weeks ago

    Wethersfield, Connecticut, United States Alera Group Full time

    Join Our Team as a Financial Advisor AssistantWe are seeking a highly motivated and detail-oriented Financial Advisor Assistant to join our team at Alera Group. As a key member of our financial services team, you will play a critical role in supporting our advisors and clients in achieving their financial goals.Key Responsibilities:Assist with new client...

  • Financial Services Professional

    1 month ago

    Wethersfield, Connecticut, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Financial Advisor OpportunityJohnson Brunetti Retirement & Investment Specialists is seeking a skilled Financial Advisor to join our dynamic team. As a key member of our team, you will be responsible for guiding clients through the financial planning process, creating tailored strategies, and providing expert advice on investments, insurance, and retirement...

  • Financial Services Professional

    6 days ago

    Wethersfield, Connecticut, United States Alera Group, Inc. Full time

    Overview:We are seeking a skilled Financial Advisor to join our team at Alera Group, Inc. in Connecticut. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide exceptional customer service and expertise.Responsibilities:Assist with new client onboarding and meet with established...

  • Financial Services Professional

    1 week ago

    Wethersfield, Connecticut, United States Alera Group Full time

    We are seeking a skilled Financial Services Professional to join our team at Alera Group in Wethersfield, Connecticut. As a Financial Advisor, you 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...

  • Financial Services Professional

    2 weeks ago

    Wethersfield, Connecticut, United States Alera Group, Inc. Full time

    OverviewWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group, Inc. in Connecticut. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.This is a fantastic opportunity to grow and be part of a...

  • Seasonal Beauty Advisor

    1 month ago

    Wethersfield, United States Ulta Beauty Full time

    Ulta Beauty - 1053 Silas Deane Highway [Sales Associate / Team Member] As a Beauty Advisor at Ulta Beauty, you'll: Make eye contact, smile, and promptly acknowledge and greet each guest entering the store; Determine each guest need and answer questions concerning products and services; Partner with management to ensure the guest needs are met; Recommend...

  • Financial Services Professional

    2 weeks ago

    Wethersfield, Connecticut, United States Alera Group, Inc. Full time

    OverviewWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group, Inc. in Connecticut. As a key member of our team, you will have the opportunity to grow and develop long-term relationships with clients, providing exceptional service and expertise.ResponsibilitiesAssist with new client onboarding and meet with...

Associate Financial Advisor

2 months ago

Wethersfield, United States Alera Group Full time
Job Description

 

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
the responsibility for 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, 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
Massachusettes offices.


  • 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

  • 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

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.

 

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

 

#LI-AM1

#LI-Onsite

PandoLogic. Category:Finance, Keywords:Financial Advisor, Location:Wethersfield, CT-06129