Associate Financial Consultant
6 days ago
We 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 Responsibilities- Client Onboarding and Support: Assist with the onboarding of new clients, ensuring a seamless and personalized experience.
- Client Relationship Management: Develop and maintain strong relationships with existing clients, providing exceptional service and expertise to meet their evolving needs.
- Business Development: Collaborate with our advisors to identify new business opportunities and grow existing client relationships.
- Financial Planning and Analysis: Assist with the preparation of financial plans and analysis, providing recommendations to clients on investment and wealth management strategies.
- Communication and Presentation: Develop and deliver presentations to clients and internal stakeholders, effectively communicating complex financial concepts and ideas.
- Education and Experience: Bachelor's degree and a minimum of 2 years of experience in the financial services industry.
- Licenses and Certifications: Life and Health Licensed; Series 65 or Series 7 & 66.
- Skills and Abilities: Strong organizational, prioritization, interpersonal, and management skills; excellent mathematical and analytical skills; strong communication and presentation skills.
Alera Group is an equal opportunity employer, committed to diversity and inclusion. We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.
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