Alera Group, Inc.
Associate Financial Advisor
Alera Group, Inc., Wethersfield, Connecticut, us, 06129
Overview:
Are you looking to grow and be part of a successful team? Are you driven, self-motivated andcustomer-focused? Would you love to be helping clients as they prepare for retirement withoutthe responsibility for lead generation? If you enjoy working closely with clients, developinglong-term relationships, constantly challenging yourself, and providing superior client serviceand expertise, then we would like to talk to you! Our well-established and growing financial firmis expanding and seeking to add an Associate Advisor to our Team!
This position will assist with new client onboarding, conduct review meetings with existingclients and work with and support our Advisors and continue to grow and enhance existing clientrelationships.
This position is based in person in our Needham, MA office but will require travel between ourMassachusettes offices.Responsibilities:Support the advisors with client inquiries and processing of new businessProvide excellent client service to existing clientsManage and retain strong client relationshipsAssist in the onboarding of new clientsCommunicate the full range of the companys services and capabilities to clientsResponsible for the upkeep of client data in various internal systemsAttend evening educational workshops and introduce the main speaker or do the main presentationQualifications:
College degree and 2 + years of financial services experience
Life and Health Licensed; Series 65 or Series 7 & 66Strong organizational, prioritization, interpersonal & management skillsStrong mathematical and analytical skillsExcellent communications skills; both verbal and writtenAbility to work in a fast-paced, evolving environment
Equal Opportunity Employment:We're an
equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.If you're a California resident, please read the California Consumer Privacy Act prior to applying.#LI-AM1#LI-Onsite
Are you looking to grow and be part of a successful team? Are you driven, self-motivated andcustomer-focused? Would you love to be helping clients as they prepare for retirement withoutthe responsibility for lead generation? If you enjoy working closely with clients, developinglong-term relationships, constantly challenging yourself, and providing superior client serviceand expertise, then we would like to talk to you! Our well-established and growing financial firmis expanding and seeking to add an Associate Advisor to our Team!
This position will assist with new client onboarding, conduct review meetings with existingclients and work with and support our Advisors and continue to grow and enhance existing clientrelationships.
This position is based in person in our Needham, MA office but will require travel between ourMassachusettes offices.Responsibilities:Support the advisors with client inquiries and processing of new businessProvide excellent client service to existing clientsManage and retain strong client relationshipsAssist in the onboarding of new clientsCommunicate the full range of the companys services and capabilities to clientsResponsible for the upkeep of client data in various internal systemsAttend evening educational workshops and introduce the main speaker or do the main presentationQualifications:
College degree and 2 + years of financial services experience
Life and Health Licensed; Series 65 or Series 7 & 66Strong organizational, prioritization, interpersonal & management skillsStrong mathematical and analytical skillsExcellent communications skills; both verbal and writtenAbility to work in a fast-paced, evolving environment
Equal Opportunity Employment:We're an
equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.If you're a California resident, please read the California Consumer Privacy Act prior to applying.#LI-AM1#LI-Onsite