Financial Planning and Advisor Support
Alera Group
Wethersfield, CT
Job Description
OVERVIEW
Alera Group is looking for a Financial Planning and Advisor Support. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
RESPONSIBILITIES
Responsible for preparing risk reports, income analysis, and one page deliverables for prospective client meetings
Prepare documents for upcoming review appointments with existing clients
Manage Salesforce data & ensure records are kept
Produce additional analysis reports for advisors as requested
Maintain accurate filing records to satisfy federal regulator requirements
Support the specialist department with any additional tasks
QUALIFICATIONS
4 year college degree in business or finance
High level of communication and follow-through skills
Strong organizational skills
Motivated and driven by reaching goals and growth
Financial Industry knowledge/experience preferred
Experience with MS Office, Excel and Salesforce preferred
Ability to meet deadlines and attention to detail
ADDITIONAL INFORMATION
This job is expected to be performed on-site in the office.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary range is $58K to 68K per year.
We'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.
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Location Type
In-Office