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 relationships
- Provide financial planning advice, including investment, insurance, and retirement options, to existing clients and prospects
- Manage and retain strong client relationships, communicating the full range of our 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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Client Service Associate
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Hartford, Connecticut, United States Raymond James Financial Services Full timeJob Title: Client Service AssociateAt Raymond James Financial Services, we are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role is a critical part of our operations, providing high-quality administrative support to our Financial Advisors and clients.Key Responsibilities:Provide exceptional customer service...
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Client Service Associate
3 weeks ago
Hartford, Connecticut, United States Raymond James Financial Services Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our growing team at Raymond James Financial Services. As a key member of our team, you will provide high-quality administrative support to our Financial Advisors and their clients.Key ResponsibilitiesProvide exceptional customer service to clients and...
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Hartford, Connecticut, United States Alera Group Full timeAlera 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...
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Financial Services Professional
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Hartford, Connecticut, United States Alera Group Full timeAbout the RoleWe 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 ResponsibilitiesMeet with existing clients for review...
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Financial Services Professional
1 week ago
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Financial Services Professional
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Financial Services Professional
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Hartford, Connecticut, United States Alera Group Full timeFinancial Advisor OpportunityWe 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...
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Financial Services Professional
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Senior Financial Professional
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West Hartford, Connecticut, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionOur client, a family-owned business in Hartford, is seeking a Senior Accountant to join their accounting and finance team.Why Work Here?Opportunity to be part of a growing company with a strong company cultureCompetitive benefits and vacation timeHybrid schedule with 3 days on-site and 2 days remoteRegular lunch and learn...
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Senior Financial Professional
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East Hartford, Connecticut, United States Melvin Banks - State Farm Agent Full timeJob OpportunityAre you looking for a challenging and rewarding career in the insurance and financial services industry? Melvin Banks - State Farm Agent is seeking a motivated and customer-focused individual to join our team as an Insurance and Financial Services Professional.Job SummaryThis is an exciting opportunity to work in a dynamic and fast-paced...
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