Wealth Advisor – On-Site, Boston Area

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

Benefits offered by this job

Medical, dental, vision coverage

401(k)

Generous PTO

Job summary

Alera Group is seeking a Servicing Financial Advisor in the Boston area to join our Wealth Services team. The role involves providing financial planning support to clients, developing personalized financial strategies, and ensuring compliance with regulations.

The ideal candidate has over 3 years of experience in financial services, strong communication skills, and a solid understanding of investment products. Competitive salary ranging from $80,000 to $95,000, plus bonuses and comprehensive benefits, are offered.

Qualifications

• 3+ years of financial services advisory experience.
• Strong understanding of investment products and financial planning strategies.
• Excellent verbal and written communication skills.

Responsibilities

• Meet one-on-one with clients to provide ongoing financial planning support.
• Prepare and present customized financial plans aligned with client goals.
• Maintain ongoing relationships with existing clients through proactive service.

Skills

Financial advisory experience

Investment products understanding

Communication skills

Analytical mindset

Education

College degree preferred

Job description

Alera Group is seeking a Servicing Financial Advisor in the Boston area to join our Wealth Services team. The role involves providing financial planning support to clients, developing personalized financial strategies, and ensuring compliance with regulations.

The ideal candidate has over 3 years of experience in financial services, strong communication skills, and a solid understanding of investment products. Competitive salary ranging from $80,000 to $95,000, plus bonuses and comprehensive benefits, are offered.