Wealth Advisor - On-Site with Client Impact & Growth

Dickerson Group; Wethersfield (CT); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Generous PTO

On-site role

Job summary

Alera Group is seeking a Financial Advisor to build and manage client relationships across wealth planning, investments, insurance, and retirement planning. This on-site role supports strategic initiatives and delivers customized financial plans to existing clients.

You will collaborate with cross-functional teams, provide holistic guidance, and ensure compliance while growing the advisory practice within a national network.

Qualifications

• Bachelor's degree in a relevant field or equivalent professional experience.
• 3+ years of experience in financial services or advisory roles.
• Active Connecticut Life insurance license.
• Active Series 65 or Series 7 & 66 licenses.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite and financial planning tools used within the advisory function.

Responsibilities

• Supporting strategic initiatives that strengthen client relationships, retention, and long-term practice growth.
• Partnering with cross-functional teams and fellow advisors to deliver a seamless client experience.
• Managing client workflows including onboarding, ongoing service, and follow-up.
• Preparing, presenting, and implementing customized financial plans for existing clients.
• Providing holistic financial guidance across investments, insurance, and retirement planning.
• Analyzing client financial data to inform recommendations and improve outcomes.
• Attending and presenting at educational workshops for retiree prospects and clients.
• Ensuring compliance with organizational policies, regulatory standards, and licensing requirements.
• Contributing to a collaborative culture that supports colleagues across Alera Group’s national network.

Skills

Relationship management

Analytical skills

Communication skills

Microsoft Office

Financial planning tools

Mathematical ability

Education

Bachelor's degree or equivalent

Job description

Alera Group is seeking a Financial Advisor to build and manage client relationships across wealth planning, investments, insurance, and retirement planning. This on-site role supports strategic initiatives and delivers customized financial plans to existing clients.

You will collaborate with cross-functional teams, provide holistic guidance, and ensure compliance while growing the advisory practice within a national network.