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Alera Group Logo Alera Group · Finance

Servicing Financial Advisor

United States, Needham Employment contract 80000.00 - 95000.00 USD / Year · Job Posted June 15, 2026
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Job Description

Servicing Financial Advisor - Boston area – Wealth Services. 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.

Job Responsibility

  • 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

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

Nice to have

  • Series 65 or Series 7 & 66 licenses
  • Active Massachusetts Life insurance license
  • College degree preferred
  • CFP® preferred or encouraged

What we offer

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability coverage
  • 401(k)
  • Generous PTO
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