Associate Financial Advisor

4 days ago

Needham, United States Alera Group Full time
Job Description

 

Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you Our well-established and growing financial firm is expanding and seeking to add an Associate Advisor to our Team

 


This position will assist with new client onboarding, conduct review meetings with existing clients and work with and support our Advisors and continue to grow and enhance existing client relationships.

 


This position is based in person in our Needham, MA office but will require travel between our Massachusetts offices


  • Support the advisors with client inquiries and processing of new business
  • Provide excellent client service to existing clients
  • Manage and retain strong client relationships
  • Assist in the onboarding of new clients
  • Communicate the full range of the company’s services and capabilities to clients
  • Responsible for the upkeep of client data in various internal systems
  • Attend evening educational workshops and introduce the main speaker or do the main presentation

  • College degree and 2 + years of financial services experience

  • Life and Health Licensed; Series 65 or Series 7 & 66
  • Strong organizational, prioritization, interpersonal & management skills
  • Strong mathematical and analytical skills
  • Excellent communications skills; both verbal and written
  • Ability to work in a fast-paced, evolving environment

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.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 

#LI-AM1

#LI-Onsite

PandoLogic. Category:Finance, Keywords:Financial Advisor, Location:Needham, MA-02492

  • Associate Financial Advisor

    3 weeks ago

    NEEDHAM, United States Alera Group Full time

     Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing...

  • Associate Financial Advisor

    3 weeks ago

    NEEDHAM, United States Alera Group Full time

     Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing...

  • Associate Financial Advisor

    6 days ago

    Needham, United States Alera Group Full time

     Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing...

  • Associate Financial Advisor

    6 days ago

    Needham, United States Alera Group Full time

     Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing...

  • Associate Financial Advisor

    1 month ago

    NEEDHAM, United States Alera Group Full time

     Are you looking to grow and be part of a successful team? Are you driven, self-motivated andcustomer-focused? Would you love to be helping clients as they prepare for retirement withoutthe responsibility for lead generation? If you enjoy working closely with clients, developinglong-term relationships, constantly challenging yourself, and providing superior...

  • Associate Financial Advisor

    1 month ago

    NEEDHAM, United States Alera Group Full time

     Are you looking to grow and be part of a successful team? Are you driven, self-motivated andcustomer-focused? Would you love to be helping clients as they prepare for retirement withoutthe responsibility for lead generation? If you enjoy working closely with clients, developinglong-term relationships, constantly challenging yourself, and providing superior...

  • Associate Financial Advisor

    2 months ago

    Needham, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Associate Financial AdvisorAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and...

  • Financial Services Associate

    14 hours ago

    Needham, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Associate Financial AdvisorAre you a motivated and customer-focused individual looking to grow with a successful team? We are seeking an Associate Financial Advisor to join our team at Johnson Brunetti Retirement & Investment Specialists.This role will involve assisting with new client onboarding, conducting review meetings with existing clients, and working...

  • Financial Services Associate

    1 day ago

    Needham, Massachusetts, United States Alera Group Full time

    Associate Financial AdvisorWe are seeking a highly motivated and customer-focused Associate Financial Advisor to join our team at Alera Group. As a key member of our team, you will play a vital role in assisting our advisors with client inquiries, processing new business, and providing exceptional client service.Key Responsibilities:Support advisors with...

  • Financial Services Associate

    2 days ago

    Needham, Massachusetts, United States Alera Group Full time

    Financial Services AssociateWe are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at Alera Group. As a Financial Services Associate, you will play a critical role in supporting our advisors and clients with their financial needs.Key Responsibilities:Support advisors with client inquiries and new business...

  • Associate Financial Advisor

    6 days ago

    Needham, MA, United States Alera Group Full time

     Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing...

  • Financial Services Associate

    2 weeks ago

    Needham, Massachusetts, United States Alera Group Full time

    About the RoleAlera Group is seeking a highly motivated and customer-focused Associate Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for assisting our advisors with client inquiries, processing new business, and providing exceptional client service.Key ResponsibilitiesClient Onboarding: Assist...

  • Financial Services Associate

    2 weeks ago

    Needham, Massachusetts, United States Alera Group Full time

    About the Role:Alera Group is seeking a highly motivated and customer-focused Associate Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for assisting with new client onboarding, conducting review meetings with existing clients, and working closely with our advisors to grow and enhance existing...

  • Financial Services Associate

    3 days ago

    Needham, Massachusetts, United States Alera Group Full time

    Grow Your Career with Alera GroupAre you a motivated and customer-focused professional looking to advance your career in financial services? Do you enjoy working closely with clients, developing long-term relationships, and providing exceptional service and expertise? If so, we invite you to explore this exciting opportunity to join our team as an Associate...

  • Associate Financial Consultant

    3 weeks ago

    Needham, Massachusetts, United States Alera Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused Associate Financial Advisor to join our team at Alera Group. As a key member of our financial services team, you will play a critical role in helping clients achieve their financial goals and objectives.Key ResponsibilitiesClient Onboarding and Support: Assist with the onboarding of new...

  • Financial Services Professional

    4 days ago

    Needham, Massachusetts, United States Alera Group Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group. As an Associate Financial Advisor, you will play a key role in assisting with new client onboarding, conducting review meetings with existing clients, and supporting our Advisors in growing and enhancing existing client...

  • Financial Services Professional

    1 day ago

    Needham, Massachusetts, United States Alera Group Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Advisor. As an Associate Advisor, you will play a key role in assisting with new client onboarding, conducting review meetings with existing clients, and supporting our Advisors in growing and enhancing existing client...

  • Financial Services Professional

    3 weeks ago

    Needham, Massachusetts, United States Alera Group Full time

    About the Role:Alera Group is seeking a highly motivated and customer-focused Associate Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for assisting with new client onboarding, conducting review meetings with existing clients, and working closely with our advisors to grow and enhance existing...

  • Financial Services Associate

    2 days ago

    Needham, Massachusetts, United States Alera Group Full time

    Join Our Team as a Financial Services AssociateWe are seeking a highly motivated and experienced Financial Services Associate to join our team at Alera Group. As a key member of our team, you will be responsible for providing exceptional client service and support in the preparation for retirement.Key Responsibilities:Manage client data in various internal...

  • Financial Services Associate

    2 days ago

    Needham, Massachusetts, United States Alera Group Full time

    Join Our Team as a Financial Services ProfessionalWe are seeking a highly motivated and experienced Financial Services professional to join our team at Alera Group. As an Associate Financial Consultant, you will play a key role in helping clients prepare for retirement without the responsibility of lead generation.This is an excellent opportunity to work...