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Alera Group

Provides employee benefits, risk, wealth management

Servicing Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeNeedham, MA, USA

About the Job

Requirements

  • At least 5 years of financial services advisory experience.
  • A strong understanding of investment products and financial planning strategies, particularly retirement planning.
  • The ability to work effectively in a fast-paced, evolving environment.
  • Preferred: Series 65 or Series 7 and 66 licenses.
  • Preferred: An active Massachusetts life insurance license.
  • Preferred: A college degree.
  • Active FINRA licenses are required, or the employee must be able to obtain them within the agreed-upon timeline after hire.
  • A CFP® certification is preferred or encouraged.
  • Ongoing continuing education is required to maintain active status.

Responsibilities

  • Meet one-on-one with established clients to provide ongoing financial planning and advisory support.
  • Assist with new client onboarding and guide clients through the transition into long-term advisory relationships.
  • Prepare, present, and implement customized financial plans aligned with client goals.
  • Provide holistic financial planning advice, including investment, insurance, and retirement strategies.
  • Maintain strong, ongoing relationships with existing clients through proactive service and communication.
  • Ensure financial plans, investment recommendations, and client documentation align with regulatory requirements and firm standards.
  • Coordinate with internal partners to support account setup, implementation, and ongoing servicing.
  • Maintain required licenses and certifications and adhere to compliance and supervisory guidelines.
  • Maintain accurate client records and documentation to support consistent service delivery.
  • Develop and retain strong client relationships through proactive service and follow-through.
  • Identify opportunities to deepen existing client relationships through planning and investment solutions.
  • Support firm growth by participating in client meetings and attending educational workshops for retiree prospects.

Desired Qualifications

  • Analytical ability to translate client goals into actionable financial strategies.
  • Ability to build relationships and develop long-term client trust.
  • Integrity, discretion, and professionalism when working with sensitive financial information.
  • Strong verbal and written communication skills.

About the Company

Alera Group

Provides employee benefits, risk, wealth management

Alera Group provides tailored employee benefits, risk management, and wealth management services to businesses, nonprofits, and individuals across the United States. It combines national-scale resources with a local office network to deliver personalized consulting, pricing, and advisory services for insurance, benefits, and retirement plans. The firm differentiates itself through its national reach paired with strong local relationships and industry-specific expertise, offering programs such as compliance consulting, workplace wellness, and reference-based pricing to control healthcare costs. Its goal is to help clients navigate complex insurance and financial landscapes, stay compliant, and achieve their benefits and wealth objectives.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$4.3B
Headquarters
Deerfield, IL
Founded
2017

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