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Wealth Planning Advisor - Client & Strategy

Job in Wethersfield, Hartford County, Connecticut, 06129, USA
Listing for: Alera Group, Inc.
Full Time position
Listed on 2026-06-14
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 85000 USD Yearly USD 80000.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Advisor - Client Growth & Strategy

Alera Group, Inc. in Wethersfield, CT is looking for a Financial Advisor for their Wealth Services team. The ideal candidate will have over 6 years of experience in financial services, excelling in client management and investment strategies.

This role emphasizes strong communication skills and the ability to work in a fast-paced environment, offering a salary range of $80,000 – $85,000 per year along with comprehensive benefits.

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