Financial Services Professional

1 week ago


Wethersfield, Connecticut, United States Alera Group Full time
Financial Advisor Opportunity

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
Requirements:
  • 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
What We Offer:

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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