OVERVIEW

Financial Advisor – Wealth Services
Location: On-Site

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Financial Advisor who will contribute to client relationships, financial strategy, and operational excellence.

About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

Why Alera Group

Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

What You’ll Do

Responsibilities vary depending on the specific corporate function but may include:

Supporting strategic initiatives that strengthen client relationships, retention, and long‑term practice growth
Partnering with cross‑functional teams and fellow advisors to deliver a seamless client experience
Managing client workflows including onboarding, ongoing service, and follow‑up
Preparing, presenting, and implementing customized financial plans for existing clients
Providing holistic financial guidance across investments, insurance, and retirement planning
Analyzing client financial data to inform recommendations and improve outcomes
Attending and presenting at educational workshops for retiree prospects and clients
Ensuring compliance with organizational policies, regulatory standards, and licensing requirements
Contributing to a collaborative culture that supports colleagues across Alera Group’s national network

QUALIFICATIONS

What You Bring

Bachelor’s degree in a relevant field or equivalent professional experience
3+ years of experience in financial services or advisory roles
Active Connecticut Life insurance license
Active Series 65 or Series 7 & 66 licenses
Strong organizational, interpersonal, and relationship‑management skills
Strong mathematical and analytical abilities
Excellent verbal and written communication skills
Proficiency in Microsoft Office Suite and financial planning tools used within the advisory function

What Sets You Up for Success

Ability to work effectively in a collaborative, fast‑paced environment
Strong sense of accountability and ownership for client outcomes
Curiosity and willingness to continuously learn and enhance advisory expertise
Strategic thinking with the ability to balance execution and long‑term client goals
Client‑first mindset with a commitment to delivering exceptional service
Comfort traveling locally to meet clients in multiple office locations

ADDITIONAL INFORMATION

Compensation:
Salary range: $80,000 – $100,000 per year

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is In-Office

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

Active FINRA licenses required or ability to obtain within the agreed upon timeline after hire
CFP® preferred or encouraged
Ongoing continuing education to maintain active status

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

In-Office

Alera Group

Servicing Financial Advisor

About the Job

Requirements

Responsibilities

Desired Qualifications