About this role
JBR - Financial Advisor at Alera Group. Location: Wethersfield, Connecticut, United States. Role: meeting clients, preparing plans, ensuring compliance Requirements: 6+ years financial services experience with emphasis on sales and client relationship management; active or obtainable FINRA licenses; Series 65 or Series 7 & 66 preferred; Connecticut Life & Health license and CFP preferred; strong communication and analytical skills. Category: Sales Seniority: Senior Level Certifications: series 65, series 7, series 66, connecticut life & health, cfp, finra Commitment: Full Time Workplace: Onsite Languages: English