Financial Advisor

4 weeks ago

Wethersfield, 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 an Advisor to our Connecticut offices. This position is based in Wethersfield and the Advisor must be able to travel between our Connecticut neighborhood locations.

This 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.

  • Prepare, present and implement customized financial plans
  • Assist clients with annuities, life, long-term care & managed money
  • Provide financial planning advice to include investment, insurance & retirement
  • Develop, manage and retain strong client relationships

  • College degree preferred
  • 4 + years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65 or Series 7&66 REQUIRED
  • CFP designation a plus
  • 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

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

  • Financial Advisor

    1 day 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 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 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 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...

  • 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 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...

  • Financial Advisor

    4 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 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...

  • Financial Advisor

    4 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 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...

  • Financial Advisor

    4 weeks 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 Advisor

    4 weeks 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...

  • Associate Financial Advisor

    1 week ago

    Wethersfield, Connecticut, United States Alera Group Full time

    Are 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 time

    OVERVIEW 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

    4 weeks ago

    Wethersfield, United States Alera Group Full time

    OVERVIEW 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

    4 weeks ago

    Wethersfield, 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 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

    4 weeks ago

    Wethersfield, 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 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

    4 weeks ago

    Wethersfield, 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 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

    4 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 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 time

     Are 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

    3 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 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

    3 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 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, Inc. Full time

    Overview: 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, Inc. Full time

    Overview: 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...