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Servicing Financial Advisor - Connecticut

Alera Group

Wethersfield, Connecticut

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JOB DETAILS
SKILLS
Analysis Skills, Brokerage, Communication Skills, Compensation and Benefits, Cross-Functional, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Customer/Client Research, Employee Benefits, Financial Analysis, Financial Operations, Financial Planning, Financial Services, Financial Strategy, Insurance, Interpersonal Skills, Investment Strategy, Leadership, Licensing, Life Insurance, Maintain Compliance, Mathematics, Microsoft Office, Onboarding, Organizational Skills, Presentation/Verbal Skills, Property and Casualty Insurance, Regulations, Retention Programs, Retirement Plan, Retirement Planning, Sales Management, Series 65, Series 7, Service Delivery, Strategic Planning, Team Player, Training/Teaching, Writing Skills
LOCATION
Wethersfield, Connecticut
POSTED
7 days ago
OVERVIEW

Financial Advisor - Wealth Services
Location: On-Site

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We're seeking a Financial Advisor who will contribute to client relationships, financial strategy, and operational excellence.

About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
Why Alera Group
  • Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
  • Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
  • Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
RESPONSIBILITIES

What You'll Do
Responsibilities vary depending on the specific corporate function but may include:
  • Supporting strategic initiatives that strengthen client relationships, retention, and long-term practice growth
  • Partnering with cross-functional teams and fellow advisors to deliver a seamless client experience
  • Managing client workflows including onboarding, ongoing service, and follow-up
  • Preparing, presenting, and implementing customized financial plans for existing clients
  • Providing holistic financial guidance across investments, insurance, and retirement planning
  • Analyzing client financial data to inform recommendations and improve outcomes
  • Attending and presenting at educational workshops for retiree prospects and clients
  • Ensuring compliance with organizational policies, regulatory standards, and licensing requirements
  • Contributing to a collaborative culture that supports colleagues across Alera Group's national network

QUALIFICATIONS

What You Bring
  • Bachelor's degree in a relevant field or equivalent professional experience
  • 3+ years of experience in financial services or advisory roles
  • Active Connecticut Life insurance license
  • Active Series 65 or Series 7 & 66 licenses
  • Strong organizational, interpersonal, and relationship-management skills
  • Strong mathematical and analytical abilities
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office Suite and financial planning tools used within the advisory function
What Sets You Up for Success
  • Ability to work effectively in a collaborative, fast-paced environment
  • Strong sense of accountability and ownership for client outcomes
  • Curiosity and willingness to continuously learn and enhance advisory expertise
  • Strategic thinking with the ability to balance execution and long-term client goals
  • Client-first mindset with a commitment to delivering exceptional service
  • Comfort traveling locally to meet clients in multiple office locations

ADDITIONAL INFORMATION

Compensation:
Salary range: $80,000 - $100,000 per year

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is In-Office

Professional Development - Alera Group Academy
At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:
  • Role-specific learning paths
  • Leadership development programs
  • Technical and compliance training
  • Industry certifications and continuing education support
  • Peer learning and knowledge-sharing communities
Whether you're deepening technical expertise or preparing for leadership, we're inves

About the Company

A

Alera Group

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