About this role
Servicing Financial Advisor - Connecticut at Alera Group. Location: Wethersfield, Connecticut, United States. Role: preparing plans, managing workflows, providing guidance Requirements: Bachelor's degree or equivalent experience, 3+ years in financial services/advisory, active Connecticut life insurance and FINRA licenses (Series 65 or Series 7 & 66) preferred, proficiency with Microsoft Office and financial planning tools, strong analytical and communication skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Suite Certifications: connecticut life insurance, series 65, series 7, series 66, finra, cfp Commitment: Full Time Workplace: Onsite Languages: English