Alera Group
This listing was posted on Broadbean.
Associate Financial Advisor
Location:
Needham, MA
Description:
OVERVIEW Are you looking to grow and be part of a successful team? Are you driven, self-motivated andcustomer-focused? Would you love to be helping clients as they prepare for retirement withoutthe responsibility for lead generation? If you enjoy working closely with clients, developinglong-term relationships, constantly challenging yourself, and providing superior client serviceand expertise, then we would like to talk to you! Our well-established and growing financial firmis expanding and seeking to add an Associate Advisor to our Team!This position will assist with new client onboarding, conduct review meetings with existingclients and work with and support our Advisors and continue to grow and enhance existing clientrelationships.This position is based in person in our Needham, MA office but will require travel between ourMassachusettes offices.RESPONSIBILITIES * Support the advisors with client inquiries and processing of new business * Provide excellent client service to existing clients * Manage and retain strong client relationships * Assist in the onboarding of new clients * Communicate the full range of the company's services and capabilities to clients * Responsible for the upkeep of client data in various internal systems * Attend evening educational workshops and introduce the main speaker or do the main presentationQUALIFICATIONS * College degree and 2 + years of financial services experience * Life and Health Licensed; Series 65 or Series 7 & 66 * Strong organizational, prioritization, interpersonal & management skills * Strong mathematical and analytical skills * Excellent communications skills; both verbal and written * Ability to work in a fast-paced, evolving environmentBENEFITSWe'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.If you're a California resident, please read the California Consumer Privacy Act prior to applying.#LI-AM1
Company:
Alera Group
Posted:
May 19 on Broadbean
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to Broadbean
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Associate Financial Advisor
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Alera Group located in Needham MA. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Alera Group located in Needham MA. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.