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Servicing Financial Advisor - Boston area

Alera Group

Needham, Massachusetts

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JOB DETAILS
SKILLS
Analysis Skills, Brokerage, Communication Skills, Compensation and Benefits, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Documentation, Employee Benefits, Financial Operations, Financial Planning, Financial Services, Financial Strategy, Follow Through, Insurance, Investment Strategy, Leadership, Life Insurance, Onboarding, Presentation/Verbal Skills, Property and Casualty Insurance, Record Keeping, Regulatory Requirements, Retention Programs, Retirement Plan, Retirement Planning, Series 65, Series 7, Service Delivery, Strategic Planning, Support Documentation, Team Player, Writing Skills
LOCATION
Needham, Massachusetts
POSTED
18 days ago
OVERVIEW

Servicing Financial Advisor - Boston area - Wealth Services
Location: On-Site

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We're seeking a Servicing Financial Advisorwho will contribute to client relationships, financial strategy, and operational excellence.

About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
Why Alera Group
  • Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
  • Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
  • Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
RESPONSIBILITIES

What You'll Do / Your ImpactClient Experience & Advisory Support
  • Meet one-on-one with established clients to provide ongoing financial planning and advisory support
  • Assist with new client onboarding and guide clients through the transition into long-term advisory relationships
  • Prepare, present, and implement customized financial plans aligned with client goals
  • Provide holistic financial planning advice, including investment, insurance, and retirement strategies
  • Maintain strong, ongoing relationships with existing clients through proactive service and communication
Operational & Compliance Excellence
  • Ensure financial plans, investment recommendations, and client documentation align with regulatory requirements and firm standards
  • Coordinate with internal partners to support account setup, implementation, and ongoing servicing
  • Maintain required licenses and certifications and adhere to compliance and supervisory guidelines
  • Maintain accurate client records and documentation to support consistent service delivery
Growth & Retention
  • Develop and retain strong client relationships through proactive service and follow-through
  • Identify opportunities to deepen existing client relationships through planning and investment solutions
  • Support firm growth by participating in client meetings and attending educational workshops for retiree prospects

QUALIFICATIONS

What You BringRequired
  • 3+ years of financial services advisory experience
  • Strong understanding of investment products and financial planning strategies, particularly retirement planning
  • Excellent verbal and written communication skills
  • Ability to work effectively in a fast-paced, evolving environment
Preferred
  • Series 65 or Series 7 & 66 licenses
  • Active Massachusetts Life insurance license
  • College degree preferred
Core Competencies
  • Analytical mindset with the ability to translate client goals into actionable financial strategies
  • Relationship-building and long-term client trust development
  • Integrity, discretion, and professionalism when working with sensitive financial information

ADDITIONAL INFORMATION

Compensation:
Salary range: $80,000 - $95,000 per year
Eligible for performance-based bonus: [Yes/No - if applicable]

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is In-Office
Professional Development - Alera Group Academy
At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:
  • Role-specific learning paths
  • Leadership development programs
  • Technical an

About the Company

A

Alera Group

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