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Financial Services Professional

2 months ago

Wethersfield, Connecticut, United States Alera Group Full time

About the Role

We 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 Responsibilities

  • Support the advisors with client inquiries and processing of new business
  • Provide excellent 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 educational workshops and present on various financial topics
  • Requirements:
    • College degree and 2+ years of financial services experience
    • Life and Health Licensed; Series 65 or Series 7 & 66
    • Strong organizational, prioritization, interpersonal & 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

We are an equal opportunity employer and welcome applications from diverse candidates. We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.