Financial Services Associate

13 hours ago


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

We are seeking a highly motivated and experienced Financial Services professional to join our team at Alera Group. As an Associate Financial Consultant, you will play a key role in helping clients prepare for retirement without the responsibility of lead generation.

This is an excellent opportunity to work with a well-established and growing financial firm, expanding our services to meet the needs of our clients. The position is based in our Needham, MA office, but will require travel between our Massachusetts offices.

Key Responsibilities:

  • Manage client data in various internal systems
  • Attend evening educational workshops and introduce the main speaker or present the main topic

Requirements:

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

We are an Equal Opportunity Employer:

We consider all applicants for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

California Residents:

Please read our prior to applying.



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