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Wealth Advisor: Build Plans & Guide Clients

Job in Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: Alera Group
Full Time position
Listed on 2026-07-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 80000 - 85000 USD Yearly USD 80000.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Build Plans & Guide Clients to Growth

Alera Group is seeking a Financial Advisor for their Wealth Services team in Connecticut. The role involves guiding clients through financial planning and investment strategies while maintaining strong relationships. Candidates should have 6+ years of experience in financial services, especially in sales and client relationship management.

The compensation range is $80,000 - $85,000 per year along with comprehensive benefits including medical, dental, and generous PTO.

This is an on-site position, emphasizing professional development and a collaborative culture.

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