Financial Services Associate
4 days ago
About 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 financial services 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 Responsibilities:
- Support the advisors with client inquiries and processing of new business
- Provide exceptional client service to existing clients
- Manage and retain strong client relationships
- Assist in the onboarding of new clients
- Communicate the full range of our company's services and capabilities to clients
- Responsible for the upkeep of client data in various internal systems
- Attend evening educational workshops and introduce the main speaker or present the main topic
Requirements:
- College degree and 2+ years of financial services experience
- Life and Health Licensed; Series 65 or Series 7 & 66
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
- Excellent communications skills; both verbal and written
- Ability to work in a fast-paced, evolving environment
What We Offer:
Alera Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.
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