Wealth Client Advisor & Relationship Specialist

Alera Group, Inc.; Wethersfield (CT); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Generous PTO

Job summary

Alera Group, Inc. is seeking a Relationship Development Specialist in Wealth Services to support client relationships, financial planning support, and advisory coordination. This onsite role partners with advisors, compliance, and operations to deliver a seamless client experience.

You will manage client communications, schedule appointments, document interactions, and help grow new business through outreach and relationship-building.

Qualifications

• Experience in telephone sales, appointment setting, or inside sales in a client-facing role.
• Strong verbal communication and active listening skills.
• Professional and engaging phone presence and the ability to build rapport.

Responsibilities

• Contact prospective clients from company-provided leads and introduce the value of a complimentary financial consultation.
• Build rapport and establish trust with prospective clients and existing contacts.
• Reengage prospects and encourage participation in follow-up meetings with advisors.
• Schedule appointments for financial advisors and ensure a seamless client handoff.
• Maintain a professional, friendly, and client-focused experience during every interaction.

Skills

Telephone sales

Appointment setting

Verbal communication

Active listening

Organization

Client relationship building

Tools

Salesforce CRM

Job description

Alera Group, Inc. is seeking a Relationship Development Specialist in Wealth Services to support client relationships, financial planning support, and advisory coordination. This onsite role partners with advisors, compliance, and operations to deliver a seamless client experience.

You will manage client communications, schedule appointments, document interactions, and help grow new business through outreach and relationship-building.