Associate Financial Advisor
Posted on Sep 21, 2024 by Alera Group
Wethersfield, CT
Finance
Immediate Start
Annual Salary
Full-Time
Overview:
Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Associate Advisor to our Team!
This position will assist with new client onboarding, conduct review meetings with existing clients and work with and support our Advisors and continue to grow and enhance existing client relationships.
This position is based in person in our Wethersfield, CT office.
Responsibilities:
Support the advisors with client inquiries and processing of new business
Provide excellent client service to existing clients
Manage and retain strong client relationships
Assist in the onboarding of new clients
Communicate the full range of the company’s services and capabilities to clients
Responsible for the upkeep of client data in various internal systems
Attend evening educational workshops and introduce the main speaker or do the main presentation
Qualifications:
College degree and 2 + years of financial services experience
Life and Health Licensed; Series 65 or Series 7 & 66
Strong organizational, prioritization, interpersonal & management skills
Strong mathematical and analytical skills
Excellent communications skills; both verbal and written
Ability to work in a fast-paced, evolving environment
Equal Opportunity Employment:
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
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 prior to applying.
#LI-AM1
#LI-Onsite
Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Associate Advisor to our Team!
This position will assist with new client onboarding, conduct review meetings with existing clients and work with and support our Advisors and continue to grow and enhance existing client relationships.
This position is based in person in our Wethersfield, CT office.
Responsibilities:
Support the advisors with client inquiries and processing of new business
Provide excellent client service to existing clients
Manage and retain strong client relationships
Assist in the onboarding of new clients
Communicate the full range of the company’s services and capabilities to clients
Responsible for the upkeep of client data in various internal systems
Attend evening educational workshops and introduce the main speaker or do the main presentation
Qualifications:
College degree and 2 + years of financial services experience
Life and Health Licensed; Series 65 or Series 7 & 66
Strong organizational, prioritization, interpersonal & management skills
Strong mathematical and analytical skills
Excellent communications skills; both verbal and written
Ability to work in a fast-paced, evolving environment
Equal Opportunity Employment:
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
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 prior to applying.
#LI-AM1
#LI-Onsite
Reference: 202118364
https://jobs.careeraddict.com/post/95506093
Associate Financial Advisor
Posted on Sep 21, 2024 by Alera Group
Wethersfield, CT
Finance
Immediate Start
Annual Salary
Full-Time
Overview:
Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Associate Advisor to our Team!
This position will assist with new client onboarding, conduct review meetings with existing clients and work with and support our Advisors and continue to grow and enhance existing client relationships.
This position is based in person in our Wethersfield, CT office.
Responsibilities:
Support the advisors with client inquiries and processing of new business
Provide excellent client service to existing clients
Manage and retain strong client relationships
Assist in the onboarding of new clients
Communicate the full range of the company’s services and capabilities to clients
Responsible for the upkeep of client data in various internal systems
Attend evening educational workshops and introduce the main speaker or do the main presentation
Qualifications:
College degree and 2 + years of financial services experience
Life and Health Licensed; Series 65 or Series 7 & 66
Strong organizational, prioritization, interpersonal & management skills
Strong mathematical and analytical skills
Excellent communications skills; both verbal and written
Ability to work in a fast-paced, evolving environment
Equal Opportunity Employment:
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
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 prior to applying.
#LI-AM1
#LI-Onsite
Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Associate Advisor to our Team!
This position will assist with new client onboarding, conduct review meetings with existing clients and work with and support our Advisors and continue to grow and enhance existing client relationships.
This position is based in person in our Wethersfield, CT office.
Responsibilities:
Support the advisors with client inquiries and processing of new business
Provide excellent client service to existing clients
Manage and retain strong client relationships
Assist in the onboarding of new clients
Communicate the full range of the company’s services and capabilities to clients
Responsible for the upkeep of client data in various internal systems
Attend evening educational workshops and introduce the main speaker or do the main presentation
Qualifications:
College degree and 2 + years of financial services experience
Life and Health Licensed; Series 65 or Series 7 & 66
Strong organizational, prioritization, interpersonal & management skills
Strong mathematical and analytical skills
Excellent communications skills; both verbal and written
Ability to work in a fast-paced, evolving environment
Equal Opportunity Employment:
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
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 prior to applying.
#LI-AM1
#LI-Onsite
Reference: 202118364
Share this job:
Alert me to jobs like this:
Amplify your job search:
Expert career advice
Increase interview chances with our downloads and specialist services.
Visit Blog