4 Financial Advisor Jobs in Wethersfield, CT
Alera Group is Hiring a Financial Advisor Near Wethersfield, CT
This Advisor will have the opportunity to help grow our office and meet one on one with company leads generated from workshops, referrals and TV. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
Responsibilities
- Prepare, present and implement customized financial plans
- Assist clients with annuities, life, long-term care & managed money
- Provide financial planning advice to include investment, insurance & retirement
- Develop, manage and retain strong client relationships
- 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 a plus
- Strong organizational, prioritization, interpersonal & management skills
- Strong mathematical and analytical skills
- Excellent communications skills; both verbal and written
Job Summary
Full Time
Insurance
$53k-70k (estimate)
05/13/2023
07/24/2024
aleragroup.com
DEERFIELD, IL
1,000 - 3,000
2017
Private
ALAN LEVITZ
$200M - $500M
Insurance
Related Companies
About Alera Group
Alera is an insurance brokerage firm that provides employee benefits, property, casualty insurance, risk and wealth management services.
The job skills required for Financial Advisor include Customer Service, Client Relationship, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.
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