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Wealth Services: Client Relations & Growth Specialist
Job in
Wethersfield, Hartford County, Connecticut, 06129, USA
Listed on 2026-08-20
Listing for:
Dickerson Group
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Alera Group’s Wealth Services team seeks a Relationship Development Specialist to build client relationships and support financial planning and advisory activities. This in-office role focuses on client experience, operational excellence, and growth initiatives, collaborating with advisors and compliance teams.
The ideal candidate will bring strong communication, sales aptitude, and CRM experience, with a proactive, service-oriented approach to help clients achieve financial goals.
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