Executive Support Services Specialist, Wealth Management
6 days ago
We are seeking a highly motivated Associate, Advisor Support Services to join our Wealth Services team at Alera Group Wealth Services.
Job Description:
The successful candidate will provide support to a pool of high-producing advisors, including insurance and investment sales, administrative tasks, and marketing support. This role also offers the opportunity to branch out into additional operational support activities.
About Our Team:
Alera Group Wealth Services is a leading provider of wealth management solutions. We are committed to delivering exceptional service to our clients and partners.
What You'll Do:
- Provide administrative support to our advisory team
- Assist with insurance and investment sales
- Contribute to marketing efforts
- Pursue additional operational support activities
Requirements:
- High school diploma or equivalent required
- 1-2 years of experience in a related field preferred
Salary:
$45,000 - $60,000 per year, depending on experience
Benefits:
A comprehensive benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off.
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