Current jobs related to Associate Financial Advisor - Wethersfield - Johnson Brunetti
-
Associate Financial Advisor
3 weeks ago
Wethersfield, Connecticut, United States Alera Group Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Associate Financial Advisor to join our team at Alera Group. As a key member of our financial services team, you will play a critical role in helping clients achieve their financial goals and objectives.Key ResponsibilitiesClient Onboarding: Assist with the onboarding process for new...
-
Associate Financial Advisor
4 days ago
Wethersfield, United States Alera Group Full timeJob 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...
-
Associate Financial Advisor
3 weeks ago
Wethersfield, United States Alera Group Full timeAre 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
18 hours ago
Wethersfield, United States Alera Group, Inc. Full timeOverview: 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...
-
Associate Financial Advisor
1 day ago
Wethersfield, United States Alera Group, Inc. Full timeOverview: 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...
-
Associate Financial Advisor
1 month ago
Wethersfield, United States Alera Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated andcustomer-focused? Would you love to be helping clients as they prepare for retirement withoutthe responsibility for lead generation? If you enjoy working closely with clients, developinglong-term relationships, constantly challenging yourself, and providing superior...
-
Associate Financial Advisor
1 month ago
Wethersfield, United States Alera Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated andcustomer-focused? Would you love to be helping clients as they prepare for retirement withoutthe responsibility for lead generation? If you enjoy working closely with clients, developinglong-term relationships, constantly challenging yourself, and providing superior...
-
Associate Financial Advisor
1 week ago
Wethersfield, United States Alera Group Full timeAre 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
7 days ago
Wethersfield, United States Alera Group Full timeAre 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
22 hours ago
Wethersfield, United States Alera Group, Inc. Full timeOverview: 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
13 hours ago
Wethersfield, United States Alera Group, Inc. Full timeOverview: 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
4 weeks ago
Wethersfield, United States Alera Group Full timeAre 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 Advisor
1 month ago
Wethersfield, United States Alera Group Full timeAre 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 Advisor
3 months ago
Wethersfield, United States Johnson Brunetti Retirement & Investment Specialists Full timeFinancial 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 Advisor
4 months ago
Wethersfield, United States Johnson Brunetti Retirement & Investment Specialists Full timeFinancial 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...
-
Associate Financial Consultant
3 weeks ago
Wethersfield, Connecticut, United States Alera Group Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Associate Financial Advisor to join our team at Alera Group. As an Associate Financial Advisor, you will play a key role in assisting our advisors with client inquiries and processing new business, while also providing exceptional client service to existing clients.Key...
-
Associate Financial Advisor
1 month ago
Wethersfield, CT, United States Alera Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated andcustomer-focused? Would you love to be helping clients as they prepare for retirement withoutthe responsibility for lead generation? If you enjoy working closely with clients, developinglong-term relationships, constantly challenging yourself, and providing superior...
-
Associate Financial Advisor
4 days ago
Wethersfield, CT, United States Alera Group Full timeAre 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 Associate
2 days ago
Wethersfield, Connecticut, United States Alera Group Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Alera Group. As a key member of our team, you will play a critical role in supporting our advisors and helping clients achieve their financial goals.ResponsibilitiesSupport advisors with client inquiries and new business processingProvide...
-
Financial Services Professional
3 weeks ago
Wethersfield, Connecticut, United States Alera Group Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Associate Financial Advisor to join our team at Alera Group. As an Associate Financial Advisor, you will play a key role in assisting our advisors with client inquiries, processing new business, and providing exceptional client service.Key ResponsibilitiesSupport the advisors with client...
Associate Financial Advisor
5 months ago
Associate 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 as they prepare for retirement without having to do 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, work with and support our Advisors and continue to grow and enhance existing client relationships.
This position is based in our Wethersfield, CT office, but will require travel between our Connecticut offices.
Minimum Requirements
College degree
2 + years of financial services experience
Life and Health Licensed; Series 65 or Series 7 & 66
Strong organizational, prioritization, & interpersonal skills
Strong mathematical and analytical skills
Excellent communications skills; both verbal and written
Ability to work in a fast-paced, evolving environment
Process-oriented approach to problem-solving and must be detail-focused
Position Responsibilities
Support the advisor's in regard to client's 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 companys services and capabilities to clients
Attend evening educational workshops as an introducer or presenter