Wealth Advisor: Client-Focused Financial Planner

Alera Group, Inc.; Needham (MA); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Comprehensive medical, dental and vision coverage

401(k) plan

Generous PTO

Performance-based bonuses

Job summary

Alera Group, Inc. is seeking a Servicing Financial Advisor in the Boston area to support clients in financial planning and investment strategies. Candidates should have over 3 years of advisory experience and strong knowledge of investment products. This role requires excellent communication skills and the ability to thrive in a fast-paced environment.

Compensation includes a salary range of $80,000 to $95,000 per year, along with comprehensive benefits and opportunities for professional development through Alera Group Academy.

Qualifications

• 3+ years of financial services advisory experience required.
• Strong understanding of investment products and retirement planning.
• Excellent verbal and written communication skills necessary.
• Ability to work effectively in a fast-paced environment.

Responsibilities

• Meet with clients to provide ongoing financial planning support.
• Assist with client onboarding and long-term advisory transitions.
• Prepare and implement customized financial plans aligned with client goals.
• Provide holistic financial advice, including investment and retirement strategies.

Skills

Financial services advisory experience

Investment products knowledge

Communication skills

Analytical mindset

Education

College degree preferred

Active Massachusetts Life insurance license

Tools

FINRA licenses

CFP certification

Job description

Alera Group, Inc. is seeking a Servicing Financial Advisor in the Boston area to support clients in financial planning and investment strategies. Candidates should have over 3 years of advisory experience and strong knowledge of investment products. This role requires excellent communication skills and the ability to thrive in a fast-paced environment.

Compensation includes a salary range of $80,000 to $95,000 per year, along with comprehensive benefits and opportunities for professional development through Alera Group Academy.