Financial Advisor Job at Alera Group (Wethersfield)

Job Description

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

Job Responsibility

Meet one‑on‑one with prospective clients generated through firm‑sponsored marketing activities, including workshops and digital outreach
Guide prospects through the onboarding process and establish long‑term advisory relationships
Prepare, present, and implement customized financial plans aligned with client goals
Assist clients with investment strategies focused on retirement planning
Maintain strong, ongoing relationships with existing clients and firm‑provided house accounts
Ensure financial plans, investment recommendations, and client documentation align with regulatory requirements and firm standards
Coordinate with internal partners to support account setup, implementation, and ongoing servicing
Maintain required licenses and certifications and adhere to compliance and supervisory guidelines
Develop and retain strong client relationships through proactive service and consistent communication
Identify opportunities to deepen existing client relationships through planning and investment solutions
Support firm growth by converting marketing‑generated prospects into long‑term advisory clients

Requirements

6+ years of financial services experience with an emphasis on sales and client relationship management
Strong understanding of investment products and financial planning strategies, particularly retirement planning
Excellent verbal and written communication skills
Ability to work effectively in a fast‑paced, evolving environment
Series 65 or Series 7 & 66 licenses
Active Connecticut Life & Health insurance license
CFP® designation or progress toward certification
College degree preferred

What we offer

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability coverage
401(k)
Generous PTO

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