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Senior Financial Services Professional

1 month ago

Needham Heights, Massachusetts, United States Alera Group Full time
Job Summary

Johnson Brunetti, an Alera Group Company, is seeking a skilled Financial Services Professional to join our team. As a key member of our organization, 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 client relationships.

Key Responsibilities
  • Assist with new client onboarding and conduct review meetings with existing clients
  • Work closely with our advisors to grow and enhance existing client relationships
  • Responsible for the upkeep of client data in various internal systems

Requirements
  • College degree and 2+ years of financial services experience
  • Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more

Equal Employment Opportunity
Alera Group is an equal opportunity employer and welcomes applications from diverse candidates. 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. If you're a California resident, please read the California Consumer Privacy Act prior to applying.