Financial Advisor

Company: Alera Group
Location: New Britain
Posted on: November 8, 2024

Job Description:

-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 without having to prospect or build your own client base? -If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! -Our well-established and growing financial firm is expanding and seeking to add a Financial Advisor to our Connecticut offices. This position is based in Wethersfield, Connecticut and the Financial Advisor must be able to travel between our satellite locations. -This Financial 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.
The Financial Advisor will assist with new client onboarding, meet with our established clients and continue to grow and enhance existing client relationships by providing exceptional client service as well as resolving client inquiries.

Keywords: Alera Group, Yonkers , Financial Advisor, Accounting, Auditing , New Britain, New York