Financial Services Professional

Company: Alera Group
Location: Hartford
Posted on: September 27, 2024

Job Description:

Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Connecticut. As a Financial Advisor, you will have the opportunity to help grow our office and meet one-on-one with clients generated from workshops, referrals, and TV.Key Responsibilities:

• Meet with existing clients for review meetings and assist with annuities, managed money, life, and long-term care
• Provide financial planning advice to include investment, insurance, and retirement to existing clients and prospects
• Manage and retain strong client relationships and assist in the onboarding of new clients
• Communicate the full range of the company's services and capabilities to clients and maintain accurate client data in internal systemsRequirements:
  • College degree preferred
  • 4+ years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65 or Series 7&66 REQUIRED
  • CFP designation preferred
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills and excellent communications skillsWhat We Offer:We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more. We are an equal opportunity employer and welcome applicants from diverse backgrounds.

Keywords: Alera Group, Pittsfield , Financial Services Professional, Accounting, Auditing , Hartford, Massachusetts