Servicing Financial Advisor - Boston area

Alera Group•Needham, MA

2d•Onsite

About The Position

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 Advisor who 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

Requirements

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
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

Nice To Haves

Series 65 or Series 7 & 66 licenses
Active Massachusetts Life insurance license
College degree preferred
CFP® preferred or encouraged
Ongoing continuing education to maintain active status

Responsibilities

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
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
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