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Financial Services Professional

2 months ago

Hartford, Connecticut, United States Alera Group Full time

Alera Group is seeking a Financial Advisor to join our Connecticut offices. 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. The ideal candidate will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service. Key responsibilities include meeting with existing clients for review meetings, assisting clients with annuities, managed money, life, and long-term care, and providing financial planning advice to include investment, insurance, and retirement to existing clients and prospects. The Financial Advisor will also be responsible for managing and retaining strong client relationships, assisting in the onboarding of new clients, and communicating the full range of the company's services and capabilities to clients. A college degree and 4+ years of financial services experience with an emphasis on sales are preferred. Life and Health Licensed; Series 65 or Series 7&66 REQUIRED. CFP designation preferred. Strong organizational, prioritization, interpersonal, and management skills are also required. We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more. We're an equal opportunity employer and all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. If you're a California resident, please read the California Consumer Privacy Act prior to applying.