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Financial Services Associate

2 months ago

Needham, Massachusetts, United States Alera Group Full time
Join Our Team as a Financial Services Associate

We 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 systems
  • Attend educational workshops and present to clients
  • Collaborate with colleagues to achieve team goals

Requirements:

  • College degree
  • 2+ years of experience in financial services

We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package

Equal Employment Opportunity:

Alera Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment.