Financial Services Professional
1 week ago
At Alera Group, we're dedicated to helping our clients achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional client service and building strong relationships with our clients.
Key Responsibilities:- Assist with new client onboarding and conduct review meetings with existing clients
- Support our Advisors with client inquiries and processing of new business
- Provide excellent client service and manage strong client relationships
- Communicate the full range of our services and capabilities to clients
- Responsible for the upkeep of client data in various internal systems
- Attend educational workshops and introduce the main speaker or present the main topic
- College degree and 2+ years of financial services experience
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Comprehensive benefits package, including medical, dental, life, and disability insurance
- 401(k) plan with company match
- Generous paid time off and flexible work arrangements
Alera Group is an equal opportunity employer and welcomes applications from diverse candidates. If you're a California resident, please review our California Consumer Privacy Act notice before applying.
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