Alera Group - Finance, On-site work

Seeking a Servicing Financial Advisor in the Boston area to join Alera Group’s Wealth Services team. You will manage established client relationships, deliver holistic financial planning, and implement retirement and investment strategies. Requires 3+ years of advisory experience and strong commu...

Join Alera Group in Wethersfield, CT as a Servicing Financial Advisor. This on-site role requires a Bachelor’s degree, 3+ years of advisory experience, and active Connecticut Life, Series 65 or 7 & 66 licenses. You will deliver holistic financial planning, manage client workflows, and support str...