Servicing Financial Advisor

• 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

• 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
• 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

CFP® preferred or encouraged

• medical
• dental
• vision
• life and disability coverage
• 401(k)
• generous PTO
• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities