Junior Financial Consultant
1 week ago
Join Our Dynamic Team as a Junior Financial Consultant
Are you eager to advance your career and be part of a thriving organization? Do you possess a strong drive, self-motivation, and a client-centric approach? If you are passionate about assisting clients in their retirement planning journey without the pressure of generating leads, we invite you to explore this opportunity.
As a Junior Financial Consultant at Alera Group, you will play a vital role in fostering client relationships and delivering exceptional service. Your responsibilities will include:
- Assisting with the onboarding process for new clients
- Conducting review meetings with current clients
- Supporting senior advisors in addressing client inquiries and processing new business
- Maintaining and enhancing existing client relationships
- Communicating the full spectrum of our services and capabilities to clients
- Ensuring accurate upkeep of client data across various internal systems
- Participating in evening educational workshops and presenting key information
Qualifications:
- A college degree and a minimum of 2 years of experience in financial services
- Life and Health License; Series 65 or Series 7 & 66
- Strong organizational, prioritization, and interpersonal skills
- Excellent mathematical and analytical abilities
- Outstanding verbal and written communication skills
- Able to thrive in a fast-paced and evolving environment
We are proud to be an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
We look forward to welcoming you to our team
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