Financial Planning and Advisor Support
About The Position
Alera Group is looking for a Financial Planning and Advisor Support. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Requirements
- 4 year college degree in business or finance
- High level of communication and follow-through skills
- Strong organizational skills
- Motivated and driven by reaching goals and growth
- Financial Industry knowledge/experience preferred
- Experience with MS Office, Excel and Salesforce preferred
- Ability to meet deadlines and attention to detail
Nice To Haves
- Financial Industry knowledge/experience preferred
- Experience with MS Office, Excel and Salesforce preferred
Responsibilities
- Responsible for preparing risk reports, income analysis, and one page deliverables for prospective client meetings
- Prepare documents for upcoming review appointments with existing clients
- Manage Salesforce data & ensure records are kept
- Produce additional analysis reports for advisors as requested
- Maintain accurate filing records to satisfy federal regulator requirements
- Support the specialist department with any additional tasks
Benefits
- Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Insurance Carriers and Related Activities
Number of Employees
1,001-5,000 employees
