Financial Services Professional
2 weeks ago
We are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Connecticut. 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.
Key Responsibilities:- Assist with new client onboarding and meet with established clients to grow and enhance existing client relationships.
- Provide financial planning advice, including investment, insurance, and retirement planning, to existing clients and prospects.
- Manage and retain strong client relationships, communicating the full range of our company's services and capabilities.
- Responsible for the upkeep of client data in various internal systems, including our CRM.
- College degree preferred.
- 4+ years of financial services experience with an emphasis on sales.
- Life and Health Licensed; Series 65 or Series 7&66 REQUIRED.
- CFP designation preferred.
- Strong organizational, prioritization, interpersonal, and management skills.
- Strong mathematical and analytical skills.
- Excellent communications skills, both verbal and written.
We offer comprehensive benefits to our employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more.
We are an equal opportunity employer and welcome applicants from diverse backgrounds. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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Financial Professional
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Financial Professional
2 weeks ago
New Britain, Connecticut, United States Creative Financial Staffing Full timeAbout Our ClientOur client, a non-profit organization, is seeking a highly skilled Accountant to join their team. With a mission-driven focus and a diverse workforce, this company offers a unique opportunity for professionals to make a positive impact.ResponsibilitiesOversee the year-end closing process, ensuring accurate financial records.Prepare and...
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Financial Services Professional
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