Career Opportunities in Financial Services

1 week ago


Wethersfield, Connecticut, United States Alera Group Full time

**About Us**

A well-established and growing financial firm, Alera Group, is expanding its Connecticut offices with a new position for a Financial Advisor based in Wethersfield. This opportunity allows the successful candidate to grow the office and meet one-on-one with company leads generated from workshops, referrals, and TV.

**Job Description**

The ideal candidate will be someone who enjoys building relationships, following through with sales opportunities, and providing superior client service while putting clients first. Key responsibilities include:

  • New client onboarding
  • Meetings with established clients
  • Growth and enhancement of existing client relationships through exceptional client service and resolving client inquiries
  • Meet yearly with existing clients for review meetings
  • Assist clients with annuities, managed money, life, and long-term care
  • Provide financial planning advice, including investment, insurance, and retirement, to existing clients and prospects
  • Manage and retain strong client relationships
  • Onboard new clients
  • Communicate the full range of the company's services and capabilities to clients
  • Maintain client data in internal systems, including the Company's CRM

**Requirements**

To succeed in this role, candidates should possess:

  • A college degree
  • At least 4 years of experience in financial services with an emphasis on sales
  • Licensed in Life and Health; Series 65 or Series 7&66 required
  • A CFP designation preferred
  • Strong organizational, prioritization, interpersonal, and management skills
  • Excellent mathematical and analytical skills
  • Effective verbal and written communication skills

**Benefits**

Alera Group offers comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and more.

**Estimated Salary:** $60,000 - $80,000 per year

We are an equal opportunity employer and welcome applicants 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.



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