About this role
Financial Advisor at Alera Group. Location: Wethersfield, Connecticut, United States. Role: advising clients, preparing plans, maintaining compliance Requirements: 6+ years in financial services with emphasis on sales and client relationship management; strong investment and retirement planning knowledge; excellent communication; ability to work in a fast-paced environment. Preferred: Series 65 or Series 7 & 66, Connecticut Life & Health, CFP. Category: Finance and Accounting Seniority: Senior Level Tools: iCIMS Certifications: series 65, series 7, series 66, finras, connecticut life & health insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English