Financial Services Professional

1 week ago


Needham, Massachusetts, United States Alera Group Full time
Job Opportunity

Alera Group, a leading financial services company, is seeking a highly motivated and experienced Associate Financial Advisor to join our team.

We are looking for a professional who can provide exceptional client service, support our advisors, and contribute to the growth and development of our clients' relationships.

The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to work in a fast-paced environment.

Key Responsibilities:

  • Support advisors with client inquiries and new business processing
  • Provide exceptional client service to existing clients
  • Manage and retain strong client relationships
  • Assist in the onboarding of new clients
  • Communicate the full range of our services and capabilities to clients
  • Responsible for the upkeep of client data in various internal systems

Requirements:

  • College degree and 2+ years of financial services experience
  • Life and Health Licensed; Series 65 or Series 7 & 66
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Ability to work in a fast-paced, evolving environment

What We Offer:

Alera Group offers a comprehensive benefits package, including medical, dental, life, and disability insurance, 401(k), generous paid time off, and more.

We are an equal opportunity employer and welcome applications from diverse candidates.



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