Wealth Services Advisor — In-Office, Client Impact

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

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

401(k) plan

Generous PTO

Job summary

Alera Group, Inc. is seeking a Financial Advisor to join their Wealth Services team in Wethersfield, Connecticut. The successful candidate will support clients in financial planning and investment strategies, ensuring exceptional service and compliance with regulations.

Candidates should have at least 3 years of experience in financial services, a relevant bachelor's degree, and necessary licenses. Alera Group, known for its collaborative culture, offers ample opportunities for growth and development in a dynamic environment.

Qualifications

• 3+ years of experience in financial services or advisory roles.
• Strong mathematical abilities required.
• Ongoing continuing education to maintain active status.

Responsibilities

• Support strategic initiatives to strengthen client relationships.
• Partner with cross-functional teams to deliver client experiences.
• Manage client workflows including onboarding and follow-up.
• Prepare and implement customized financial plans for clients.
• Provide holistic financial guidance across various domains.
• Ensure compliance with regulations and organizational policies.

Skills

Strong organizational skills

Interpersonal skills

Analytical abilities

Communication skills

Microsoft Office Suite proficiency

Education

Bachelor’s degree in a relevant field

Active Connecticut Life insurance license

Active Series 65 or Series 7 & 66 licenses

Job description

Alera Group, Inc. is seeking a Financial Advisor to join their Wealth Services team in Wethersfield, Connecticut. The successful candidate will support clients in financial planning and investment strategies, ensuring exceptional service and compliance with regulations.

Candidates should have at least 3 years of experience in financial services, a relevant bachelor's degree, and necessary licenses. Alera Group, known for its collaborative culture, offers ample opportunities for growth and development in a dynamic environment.