Financial Services Professional

1 day ago


Waterbury, Connecticut, United States Alera Group Full time
About the Role

We are seeking a highly motivated and experienced Financial Advisor to join our team at Alera Group. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Meet with clients to understand their financial needs and goals
  • Develop and implement personalized financial plans to help clients achieve their objectives
  • Provide ongoing financial guidance and support to clients
  • Assist clients with investment and insurance products
  • Manage and retain strong client relationships
  • Collaborate with other professionals to provide comprehensive financial solutions
Requirements
  • 4+ years of experience in financial services, with a focus on sales and client relationships
  • Life and Health License; Series 65 or Series 7&66 required
  • CFP designation preferred
  • Strong organizational, prioritization, and interpersonal skills
  • Excellent communication and mathematical skills
What We Offer

We offer a comprehensive benefits package, including medical, dental, STD, LTD, and life insurance, 401(k), paid time off, and more. We are an equal opportunity employer and welcome applications from diverse candidates.



  • Waterbury, Connecticut, United States Alera Group Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Alera Group. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesMeet with existing clients to review their financial plans and provide guidance on investment,...


  • Waterbury, Connecticut, United States Alera Group, Inc. Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group, Inc. 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...


  • Waterbury, Connecticut, United States Creative Financial Staffing Full time

    Accounts Payable and Payroll SpecialistCreative Financial Staffing is a prominent entity in the financial services sector, recognized for its commitment to excellence and integrity. We are in search of a meticulous and systematic Accounts Payable and Payroll Specialist to enhance our operational efficiency.Position Overview:In the role of Accounts Payable...


  • Waterbury, Connecticut, United States Creative Financial Staffing Full time

    Accounts Payable and Payroll SpecialistCreative Financial Staffing is a prominent entity in the financial services sector, recognized for its commitment to excellence and integrity. We are in search of a meticulous and systematic Accounts Payable and Payroll Specialist to enhance our operational efficiency.Position Overview:In the role of Accounts Payable...


  • Waterbury, Connecticut, United States Creative Financial Staffing Full time

    Why Consider a Role with Creative Financial Staffing as a Senior Financial Manager?Dynamic Workplace: Join a lively environment that breaks away from conventional corporate norms. Experience a stimulating atmosphere in both the corporate office and the active production area, ensuring a positive and engaging workday.Impressive Expansion: Since its inception...


  • Waterbury, Connecticut, United States Creative Financial Staffing Full time

    Accounts Payable and Payroll SpecialistCreative Financial Staffing is a prominent player in the financial services sector, recognized for its commitment to excellence and integrity. We are currently in search of a meticulous and systematic Accounts Payable and Payroll Specialist to enhance our operational efficiency.Position Overview:In the role of Accounts...


  • Waterbury, Connecticut, United States Element Solutions Inc Full time

    Join Our Team as a Financial AccountantElement Solutions Inc, a leading specialty chemicals company, is seeking a highly motivated and experienced Financial Accountant to join our Financial Shared Services team in EMEA. As a key member of our team, you will be responsible for executing Record to Report (RTR) tasks within the Financial Shared Service...


  • Waterbury, Connecticut, United States Element Solutions Full time

    About the RoleWe are seeking a highly motivated and experienced Accountant to join our Financial Shared Services team in EMEA. As a key member of our team, you will be responsible for the execution of Record to Report (RTR) tasks within the Financial Shared Service functions in accordance with Group Policies, local and US GAAP requirements, agreed service...


  • Waterbury, Connecticut, United States Jobs for Humanity Full time

    Job SummaryJobs for Humanity is seeking a highly skilled and detail-oriented Financial Aid Advisor to join our team. As a Financial Aid Advisor, you will be responsible for working with students to ensure they receive the financial aid they need to succeed.Key ResponsibilitiesProvide exceptional customer service to students, parents, and other...


  • Waterbury, Connecticut, United States Vaco Full time

    Job Title: Part-Time Financial Records SpecialistAbout Us: Vaco is a prominent staffing and consulting firm dedicated to connecting talented professionals with leading organizations. We are currently collaborating with a reputable manufacturer focused on delivering exceptional products across various sectors. We are in search of a detail-oriented and skilled...


  • Waterbury, Connecticut, United States MICROBEST INC Full time

    Financial Operations Manager Position at Microbest, Inc.About Us:Microbest, Inc. stands as a prominent midsize manufacturing firm committed to delivering superior products to our customers. Our dedication to innovation, excellence, and sustainability drives our team of professionals to enhance our processes and achieve outstanding results.We are seeking a...


  • Waterbury, Connecticut, United States Vaco Full time

    Job Title: Part-Time Financial Record SpecialistAbout Us: Vaco is a prominent staffing and consulting firm that partners with various industries to provide exceptional talent solutions. We are currently seeking a detail-oriented and skilled Part-Time Financial Record Specialist to join our team and assist in the financial oversight of our client's...


  • Waterbury, Connecticut, United States Diedre Moire Corp. Full time

    About the RoleWe are seeking an experienced Insurance Underwriter E&O to join our team at Diedre Moire Corp. in Waterbury, CT. As an Insurance Underwriter E&O, you will be responsible for producing, quoting, binding, and managing new and renewal Non-Medical PL business.Key ResponsibilitiesProduce and underwrite private and large publicly traded financial...


  • Waterbury, Connecticut, United States Post University Full time

    Job OverviewPOSITION SUMMARY:The Accounts Payable Specialist is a highly organized individual with outstanding communication and time management abilities. This role involves supporting the Financial Operations & Reporting (F.O.R.) department in its Accounts Payable activities. The A/P Specialist must demonstrate precision and thoroughness, coupled with...


  • Waterbury, Connecticut, United States Crothall Services Group, Inc. Full time

    About the Role:Crothall Services Group, Inc. is seeking a skilled Housekeeper (Part-Time) to join our team. As a Housekeeper, you will be responsible for maintaining the cleanliness and organization of our facilities, ensuring a safe and healthy environment for our patients, visitors, and staff.Key Responsibilities:Perform light cleaning duties to maintain...


  • Waterbury, Connecticut, United States Webster Bank Full time

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...


  • Waterbury, Connecticut, United States Preferred Professional Services (PPS) Agency Full time

    Join Our Team: Preferred Professional Services (PPS) is a respected member of the National Health Care Associates family, which encompasses a network of over 35 rehabilitation and long-term care facilities dedicated to enhancing the lives of countless families across the Northeast.We currently have flexible per diem shifts available in our Long-Term Care and...


  • Waterbury, Connecticut, United States US Postal Service Full time

    Job Summary:As a Motor Vehicle Operator with the US Postal Service, you will play a critical role in the transportation of mail and packages across the country. This position requires a high level of attention to detail, strong communication skills, and the ability to work independently in a fast-paced environment.Key Responsibilities:Operate a mail truck on...


  • Waterbury, Connecticut, United States Preferred Professional Services (PPS) Agency Full time

    About the Role:We are seeking a compassionate and skilled Certified Nursing Assistant (CNA) to join our team at Preferred Professional Services (PPS) Agency. As a CNA, you will play a vital role in delivering high-quality care to our residents in our Long-Term Care and Rehabilitation Centers.Key Responsibilities:Assist residents with activities of daily...


  • Waterbury, Connecticut, United States Stokes Counseling Services Full time

    About the RoleWe are seeking a highly skilled and compassionate Therapist to join our team at Stokes Counseling Services. As an In-Home Therapist, you will have the opportunity to work with seniors and medically compromised individuals in their own homes, providing personalized mental health services and support.Key ResponsibilitiesConduct comprehensive...