Financial Advisor

2 days ago

Waterbury, United States Alera Group, Inc. 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 service and expertise, then we would like to talk to you

Our well-established and growing financial firm is expanding and seeking to add a Financial Advisor to our Connecticut offices. This position is based in Wethersfield, Connecticut and the Financial Advisor must be able to travel between our satellite locations.

This Financial 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.

The Financial Advisor will assist with new client onboarding, meet with our established clients and continue to grow and enhance existing client relationships by providing exceptional client service as well as resolving client inquiries.

  • Meet yearly with existing clients for review meetings
  • Assist clients with annuities, managed money, life, and long-term care
  • Provide financial planning advice to include investment, insurance & retirement to existing clients and prospects
  • Manage and retain strong client relationships
  • Assist in the onboarding of new clients
  • Communicating the full range of the company’s services and capabilities to clients
  • Responsible for the upkeep of client data in various internal systems including the Company’s CRM

  • College degree preferred
  • 4 plus years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65 or Series 7&66 REQUIRED
  • CFP designation preferred
  • Strong organizational, prioritization, interpersonal & management skills
  • Strong mathematical and analytical skills
  • Excellent communications skills; both verbal and written

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, 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.

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:Waterbury, CT-06706

  • Financial Advisor

    2 days ago

    Waterbury, 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 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...

  • Financial Advisor

    3 days ago

    Waterbury, 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 Aid Advisor

    5 days ago

    Waterbury, Connecticut, United States Jobs for Humanity Full time

    Job SummaryJobs for Humanity is seeking a highly skilled and detail-oriented Financial Aid Advisor to join our team. As a Financial Aid Advisor, you will be responsible for working with students to ensure they receive the financial aid they need to succeed.Key ResponsibilitiesProvide exceptional customer service to students, parents, and other...

  • Financial Aid Advisors

    3 weeks ago

    Waterbury, United States Jobs for Humanity Full time

    Company Description Jobs for Humanity is collaborating with Post University to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: Post University Job Description Financial Aid Advisor Post University in Waterbury, CT Type: Full-Time Posted: 07/31/2024 Category: Financial Aid For more than...

  • Financial Aid Advisors

    3 weeks ago

    Waterbury, United States Jobs for Humanity Full time

    Company Description Jobs for Humanity is collaborating with Upwardly Global and with Post University to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: Post University Job Description Financial Aid Advisor Post University in Waterbury, CT Type: Full-Time Posted: 07/31/2024 Category:...

  • Financial Aid Advisor

    3 months ago

    Waterbury, United States Post University Full time

    Job DescriptionJob DescriptionJOB SUMMARY: Within the Division of the Office of Student Finance, the ADP Financial Aid Advisor (FAA) is responsible for working with all online and satellite students related to the tuition process for the university. This position coordinates the different payment options to meet student tuition obligations. The ADP Financial...

  • Financial Aid Advisor

    2 months ago

    Waterbury, United States Post University Full time

    Job DescriptionJob DescriptionFor more than 130 years, Post has focused on student success, with thousands of students in online, main campus, undergraduate, and graduate programs. We continuously seek unique talents to lead us in serving our students and each other. Our team boasts diverse backgrounds and expertise, enriching our decision-making with...

  • Financial Aid Advisor

    1 week ago

    Waterbury, United States Post University Full time

    Job DescriptionJob DescriptionFor more than 130 years, Post has focused on student success, with thousands of students in online, main campus, undergraduate, and graduate programs. We continuously seek unique talents to lead us in serving our students and each other. Our team boasts diverse backgrounds and expertise, enriching our decision-making with...

  • Financial Advisor

    3 days ago

    Waterbury, 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 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 Professional

    60 minutes ago

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

    Financial Advisor OpportunityWe 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 help grow our office and meet one-on-one with company leads generated from workshops, referrals, and TV.Key Responsibilities:Assist with new client...

  • Financial Services Professional

    1 day ago

    Waterbury, Connecticut, United States Alera Group Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Alera Group. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesMeet with clients to understand their financial needs and goalsDevelop and implement personalized...

  • Financial Services Professional

    2 days ago

    Waterbury, Connecticut, United States Alera Group Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Alera Group. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesMeet with existing clients to review their financial plans and provide guidance on investment,...

  • Admissions Advisor ADP

    1 month ago

    Waterbury, United States Post University Full time

    Job DescriptionJob DescriptionWHY POST? Post University has an immediate opening for exceptional Admissions Advisors - ADP. Post University is a legendary, dynamic, growth-oriented organization of passionate, diverse professionals united in pursuit of life-changing service to countless students. Our “Make It Personal” mission is the driving tenet that...

  • Director of Finance, Business Unit Financial Officer

    4 weeks ago

    Waterbury, United States Webster Bank Full time

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...

  • Director of Finance, Business Unit Financial Officer

    4 weeks ago

    Waterbury, Connecticut, United States Webster Bank Full time

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...

  • Admissions Advisor ADP

    2 months ago

    Waterbury, United States Post University Full time

    Job DescriptionJob DescriptionJOB SUMMARY: JOB SUMMARY: A Post University Admissions Advisor (in our Accelerated Degree Program) is responsible for new student recruitment regarding admission to the University’s ground and online programs. Candidates should be intrinsically motivated, student-focused, and able to adapt to an ever-changing environment. The...

  • Client Advisor

    2 weeks ago

    Waterbury, United States Bronson Kinkade Consulting Full time

    Job DescriptionJob DescriptionJoin Our Expanding Agency: Exceptional Opportunities AwaitOur agency is expanding quickly, and we’re looking for a few experienced agents to join our team. Here’s why our opportunity stands out:In-Bound Leads Only: Say goodbye to cold caFully Remote: Conduct sales 100% remotely.Superior Products: Multiple exclusive products...

  • Utilization Review Case Manager

    2 months ago

    Waterbury, United States Waterbury Hospital Full time

    SCOPE OF POSITION: The Utilization Review Case Manager (UR CM) works in collaboration with the physician and interdisciplinary team to support the underlying objective of enhancing the quality of clinical outcomes and patient satisfaction while managing the cost of care and providing timely and accurate information to payers. The role integrates and...

  • Business Program Manager

    1 month ago

    Waterbury, United States Women's Business Development Council Full time

    OVERVIEWThe Women’s Business Development Council (WBDC) is seeking a passionate and driven Program Manager to manage its Child Care Business Support Program. The Program Manager will be responsible for managing and delivering WBDC’s programs and services across Connecticut to child care providers at all stages of business development: pre-start-up and...

  • Business Program Manager

    4 weeks ago

    Waterbury, United States Women's Business Development Council Full time

    OVERVIEWThe Women’s Business Development Council (WBDC) is seeking a passionate and driven Program Manager to manage its Child Care Business Support Program. The Program Manager will be responsible for managing and delivering WBDC’s programs and services across Connecticut to child care providers at all stages of business development: pre-start-up and...