Wealth Client Advisor & Relationship Specialist
Job in
Wethersfield, Hartford County, Connecticut, 06129, USA
Listed on 2026-08-23
Listing for:
Alera Group, Inc.
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Alera Group, Inc. is seeking a Relationship Development Specialist in Wealth Services to support client relationships, financial planning support, and advisory coordination. This onsite role partners with advisors, compliance, and operations to deliver a seamless client experience.
You will manage client communications, schedule appointments, document interactions, and help grow new business through outreach and relationship-building.
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