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...

Accounting Manager – Wealth Services (On-Site, Wethersfield, CT). Join Alera Group to lead financial reporting, payroll, AR/AP, and month-end close using QuickBooks. Requires 3+ years of hands-on accounting experience, strong analytical skills, and confidentiality. CPA or candidate preferred. Enj...

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...

Join Alera Group as a **Financial Advisor** in Wethersfield, CT. Leverage 6+ years of experience in sales and client relationship management to deliver comprehensive retirement planning and investment strategies. Enjoy on-site collaboration, a robust benefits package (medical, 401(k), PTO), and t...