Financial Services Professional
2 weeks ago
We are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at Alera Group, Inc. As an Associate Financial Advisor, you will play a critical role in supporting our advisors with client inquiries, processing new business, and providing exceptional client service.
Key Responsibilities:
Assist advisors with client inquiries and processing of new business
Provide excellent client service to existing clients
Manage and retain strong client relationships
Assist in the onboarding of new clients
Communicate the full range of our services and capabilities to clients
Responsible for the upkeep of client data in various internal systems
Requirements:
College degree and 2+ years of financial services experience
Life and Health Licensed; Series 65 or Series 7 & 66
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Excellent communications skills; both verbal and written
Ability to work in a fast-paced, evolving environment
What We Offer:
We are an equal opportunity employer and offer a competitive salary and benefits package. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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