Financial Services Professional
1 week ago
We are seeking a highly motivated and customer-focused Financial Advisor 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.
Key Responsibilities:- Meet with existing clients for review meetings and assist with annuities, managed money, life, and long-term care
- Provide financial planning advice to include investment, insurance, and retirement to existing clients and prospects
- Manage and retain strong client relationships and assist in the onboarding of new clients
- Communicate the full range of the company's services and capabilities to clients and maintain accurate client data in internal systems
- 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 preferred
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills and excellent communications skills
We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more. We are an equal opportunity employer and welcome applicants from diverse backgrounds.
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Financial Services Professional
3 weeks ago
Wethersfield, Connecticut, United States Alera Group Full timeAbout 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 ResponsibilitiesClient Relationship Management: Meet with existing clients to review their financial plans and provide...
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Financial Services Professional
4 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...
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Financial Services Professional
4 weeks ago
Wethersfield, Connecticut, United States Giombetti Associates Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner/Advisor to join our team at Giombetti Associates. As a key member of our wealth management team, you will be responsible for providing exceptional client service, developing and implementing comprehensive financial plans, and building strong relationships with our clients.Key...
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Financial Services Professional
1 week ago
Wethersfield, Connecticut, United States Johnson Brunetti Retirement & Investment Specialists Full timeFinancial 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...
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Financial Services Professional
3 weeks ago
Wethersfield, Connecticut, United States Alera Group Full timeAbout the RoleAlera Group is seeking a highly motivated and experienced Financial Advisor to join our team in Connecticut. 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,...
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Financial Services Professional
5 days ago
Wethersfield, Connecticut, United States Alera Group Full timeJoin Our Team as a Financial AdvisorWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Wethersfield, 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.Key...
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Financial Services Professional
4 days ago
Wethersfield, Connecticut, United States Alera Group Full timeJoin Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team at Alera Group in Wethersfield, Connecticut. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Meet with clients to understand their financial...
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Financial Services Professional
3 weeks ago
Wethersfield, Connecticut, United States Alera Group Full timeAbout 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...
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Financial Services Professional
3 days ago
Wethersfield, Connecticut, United States Alera Group, Inc. Full time{"title": "Financial Advisor", "description": "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 help grow our office and meet one-on-one with company leads generated from workshops, referrals, and...
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Financial Services Professional
1 week ago
Wethersfield, Connecticut, United States Alera Group Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Wethersfield, Connecticut.About the Role:Assist with new client onboarding and meet with established clients to grow and enhance existing relationships.Provide financial planning advice, including investment, insurance, and...
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Financial Services Professional
6 days ago
Wethersfield, Connecticut, United States Alera Group Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Wethersfield, Connecticut.About the Role:Assist with new client onboarding and meet with established clients to grow and enhance existing relationships.Provide financial planning advice, including investment, insurance, and...
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Financial Services Professional
2 weeks ago
Wethersfield, Connecticut, United States Alera Group Full timeAssociate Financial AdvisorWe are seeking a highly motivated and customer-focused Associate Financial Advisor to join our team at Alera Group. As a key member of our team, you will play a vital role in helping clients achieve their financial goals and objectives.Key Responsibilities:Support our advisors with client inquiries and the processing of new...
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Financial Services Professional
1 week ago
Wethersfield, Connecticut, United States Alera Group Full timeAssociate Financial AdvisorWe are seeking a highly motivated and customer-focused Associate Financial Advisor to join our team at Alera Group. As a key member of our team, you will be responsible for assisting with new client onboarding, conducting review meetings with existing clients, and working closely with our advisors to grow and enhance existing...
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Financial Services Professional
3 weeks ago
Wethersfield, Connecticut, United States Alera Group Full timeAbout the Role:Alera Group is seeking a highly motivated and customer-focused Associate Financial Advisor to join our team. As a key member of our team, you will be responsible for assisting with new client onboarding, conducting review meetings with existing clients, and working closely with our advisors to grow and enhance existing client relationships.Key...
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Financial Clerk
1 week ago
Wethersfield, Connecticut, United States Creative Financial Staffing Full timeBookkeeper OpportunityWe are seeking a detail-oriented and organized Bookkeeper to join our team at Creative Financial Staffing. As a Bookkeeper, you will be responsible for maintaining accurate financial records, ensuring smooth day-to-day operations, and supporting the company's financial health.Key Responsibilities:Maintain accurate financial records,...
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Financial Clerk
7 days ago
Wethersfield, Connecticut, United States Creative Financial Staffing Full timeBookkeeper OpportunityWe are seeking a detail-oriented and organized Bookkeeper to join our team at Creative Financial Staffing. As a Bookkeeper, you will be responsible for maintaining accurate financial records, ensuring smooth day-to-day operations, and supporting the company's financial health.Key Responsibilities:Maintain accurate financial records,...
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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...
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Associate Financial Consultant
4 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...
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Client Relationship Financial Consultant
1 month ago
Wethersfield, Connecticut, United States Alera Group Full timeJoin Our Team as a Client Relationship Financial Consultant Are you eager to enhance your career and be part of a thriving organization? Do you possess a strong drive, self-motivation, and a commitment to client satisfaction? If you have a passion for working closely with clients, nurturing long-lasting relationships, and delivering exceptional service and...
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Compensation Coordinator
4 weeks ago
Wethersfield, Connecticut, United States Creative Financial Staffing Full timePayroll CoordinatorAre you detail-oriented with a passion for payroll management? Creative Financial Staffing is seeking a dedicated Payroll Coordinator. This position is essential for ensuring precise and timely payroll processing for a workforce of 150 individuals.Position Summary: In the role of Payroll Coordinator, you will oversee the complete payroll...