Financial Advisor

Financial Advisor – Wealth ServicesAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We're seeking a Financial Advisor who will contribute to client relationships, financial strategy, and operational excellence.About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business.

We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.Why Alera GroupMeaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfactionGrowth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industriesCollaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative WayWhat You'll Do / Your ImpactClient Experience & Advisory SupportMeet one-on-one with prospective clients generated through firm-sponsored marketing activities, including workshops and digital outreachGuide prospects through the onboarding process and establish long-term advisory relationshipsPrepare, present, and implement customized financial plans aligned with client goalsAssist clients with investment strategies focused on retirement planningMaintain strong, ongoing relationships with existing clients and firm-provided house accountsOperational & Compliance ExcellenceEnsure financial plans, investment recommendations, and client documentation align with regulatory requirements and firm standardsCoordinate with internal partners to support account setup, implementation, and ongoing servicingMaintain required licenses and certifications and adhere to compliance and supervisory guidelinesGrowth & RetentionDevelop and retain strong client relationships through proactive service and consistent communicationIdentify opportunities to deepen existing client relationships through planning and investment solutionsSupport firm growth by converting marketing-generated prospects into long-term advisory clientsWhat You BringRequired6+ years of financial services experience with an emphasis on sales and client relationship managementStrong understanding of investment products and financial planning strategies, particularly retirement planningExcellent verbal and written communication skillsAbility to work effectively in a fast-paced, evolving environmentPreferredSeries 65 or Series 7 & 66 licensesActive Connecticut Life & Health insurance licenseCFP® designation or progress toward certificationCollege degree preferredCore CompetenciesAnalytical mindset with the ability to translate client goals into actionable financial strategiesRelationship-building and long-term client trust developmentIntegrity, discretion, and professionalism when working with sensitive financial informationAdditional InformationCompensation: Salary range: $80,000 – $85,000 per yearBenefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.Work Model: This role is In-OfficeProfessional Development – Alera Group AcademyAt Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.You'll have access to:Role-specific learning pathsLeadership development programsTechnical and compliance trainingIndustry certifications and continuing education supportPeer learning and knowledge-sharing communitiesWhether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.Licensure & Certifications (If Applicable)This position may require:Active FINRA licenses or ability to receive within an agreed upon timeline after hireCFP® preferred or encouragedOngoing continuing education to maintain active statusWe're an equal opportunity employer.

All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.Location Type: In-Office