Staff Accountant, Financial Services
About The Position
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 Staff Accountant who will contribute to client relationships, financial strategy, and operational excellence. Alera Group, founded in 2017, 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.
Requirements
- 2+ years of experience in financial services, wealth management, or a related client service role
- Understanding of investment products, account structures, and financial planning concepts
- Strong communication and relationship management skills
- Ability to manage multiple priorities in a fast‑paced, client‑focused environment
- Active FINRA licenses required or ability to obtain within agreed upon timeline after hire
Nice To Haves
- Series 7, 65, or 66 license (or ability to obtain)
- CFP®, CFA®, or progress toward professional certification
- Strong analytical and problem‑solving capability
- Analytical mindset
- Relationship‑building
- Integrity and discretion
- CFP® preferred or encouraged
Responsibilities
- Assist with financial plans, portfolio reviews, meeting preparation, client reporting, and follow‑up activities
- Support advisors with client onboarding, account maintenance, and ongoing service requests
- Maintain strong client relationships through responsive communication and proactive service
- Ensure client documentation, account records, and service activity align with regulatory and firm requirements
- Coordinate with custodians, internal operations teams, and compliance partners to support accurate execution
- Maintain organized client files, workflows, and service records to support audit and oversight needs
- Support business development initiatives through meeting preparation, reporting, and client communications
- Identify opportunities to deepen client engagement and improve the overall client experience
- Contribute to retention efforts by delivering consistent, high‑quality service and follow‑through
Benefits
- medical
- dental
- vision
- life and disability coverage
- 401(k)
- generous PTO
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
