Financial Services Associate

2 weeks ago


Needham, Massachusetts, United States Alera Group Full time
Join Our Team as a Financial Advisor Assistant

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Advisor Assistant. As a key member of our team, you will play a vital role in supporting our advisors and helping clients achieve their financial goals.

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 with the onboarding of new clients
  • Communicate the full range of our services and capabilities to clients
  • Responsible for maintaining accurate client data in internal systems
  • Attend educational workshops and present to clients
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

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a California resident, please review the California Consumer Privacy Act prior to applying.



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