Financial Advisor

Alera Group • Needham, MA

4d • Onsite

About The Position

Alera Group is seeking a Servicing Financial Advisor for its Wealth Services team in the Boston area. The team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. This in-office role contributes to client relationships, financial strategy, and operational excellence by providing ongoing advisory support, implementing tailored plans, and supporting client retention and firm growth.

The role includes meeting with established clients, onboarding new clients, preparing and implementing customized financial plans, and advising on investment, insurance, and retirement strategies. The advisor also supports account setup and ongoing servicing, maintains accurate documentation, and ensures recommendations and records meet regulatory and firm standards. The position offers a salary range of $80,000–$95,000 per year and eligibility for a performance-based bonus.

Alera Group describes itself as a nationwide firm founded in 2017 and the 14th largest broker of U.S. business. It emphasizes a collaborative, team-oriented culture and offers development through Alera Group Academy, including role-specific learning paths, leadership development, technical and compliance training, industry certifications, continuing education support, and peer learning.

Requirements

• At least 5 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.
• Active FINRA licenses or ability to obtain them within the agreed-upon timeline after hire.
• Integrity, discretion, and professionalism when working with sensitive financial information.
• Analytical ability to translate client goals into actionable financial strategies.
• Ability to build relationships and develop long-term client trust.

Nice To Haves

• Series 65 or Series 7 and 66 licenses.
• Active Massachusetts Life insurance license.
• College degree.
• CFP® certification.

Responsibilities

• Meet one-on-one with established clients to provide ongoing financial planning and advisory support.
• Assist with new client onboarding and guide clients 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.
• Ensure financial plans, investment recommendations, and client documentation comply with regulatory requirements and firm standards.
• Coordinate with internal partners on account setup, implementation, and ongoing servicing.
• Maintain required licenses and certifications and follow compliance and supervisory guidelines.
• Maintain accurate client records and documentation.
• Develop and retain 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.

Benefits

• Medical coverage.
• Dental coverage.
• Vision coverage.
• Life coverage.
• Disability coverage.
• 401(k).
• Generous paid time off.
• Performance-based bonus eligibility.
• Role-specific learning paths.
• Leadership development programs.
• Technical and compliance training.
• Industry certifications and continuing education support.
• Peer learning and knowledge-sharing communities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed