Wealth Advisor: Retirement Planning & Client Strategy

Dickerson Group; Wethersfield (CT); On-site; USD 80,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k)

Generous PTO

Job summary

Alera Group’s Wealth Services team is seeking a Financial Advisor to strengthen client relationships, shape financial strategies, and drive operational excellence within a fast-paced environment.

You will meet with prospective clients, guide onboarding, and develop tailored financial plans aligned with retirement goals, while maintaining ongoing relationships with existing clients and house accounts. Licensing and credentials support ongoing adherence and growth.

Qualifications

• 6+ years of financial services experience with emphasis on sales and client relationship management.
• Strong understanding of investment products and financial planning strategies, particularly retirement planning.
• Excellent verbal and written communication skills.
• Ability to work effectively in a fast-paced, evolving environment.
• Series 65 or Series 7 & 66 licenses (preferred).
• Active Connecticut Life & Health insurance license (preferred).
• CFP® designation or progress toward certification (preferred).
• College degree preferred.

Responsibilities

• Meet one-on-one with prospective clients generated through firm-sponsored marketing activities, including workshops and digital outreach.
• Guide prospects through the onboarding process and establish long-term advisory relationships.
• Prepare, present, and implement customized financial plans aligned with client goals.
• Assist clients with investment strategies focused on retirement planning.
• Maintain strong, ongoing relationships with existing clients and firm-provided house accounts.
• Coordinate with internal partners to support account setup, implementation, and ongoing servicing.

Skills

Client relationship management

Investment products knowledge

Communication skills

Regulatory compliance

Education

Series 65 or Series 7 & 66 licenses

Connecticut Life & Health license

CFP designation or progress toward certification

College degree preferred

Job description

Alera Group’s Wealth Services team is seeking a Financial Advisor to strengthen client relationships, shape financial strategies, and drive operational excellence within a fast-paced environment.

You will meet with prospective clients, guide onboarding, and develop tailored financial plans aligned with retirement goals, while maintaining ongoing relationships with existing clients and house accounts. Licensing and credentials support ongoing adherence and growth.