Servicing Financial Advisor - Boston area

Servicing Financial Advisor

• Boston area Alera Group
• 3.4 Needham, MA Job Details Full-time $80,000
• $95,000 a year 5 hours ago Benefits Disability insurance Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications FINRA Life insurance knowledge Financial product expertise Practicing in the securities industry Retirement planning advisory services

Full Job Description Overview:

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 Responsibilities:

What You'll Do / Your Impact Client Experience & Advisory Support 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 Operational & Compliance Excellence 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 Growth & Retention 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

Qualifications:

What You Bring Required 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 Preferred Series 65 or Series 7 & 66 licenses Active Massachusetts Life insurance license College degree preferred Core Competencies 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

Additional Information:

Compensation:

Salary range: $80,000

• $95,000 per year Eligible for performance-based bonus: [Yes/No
• if applicable]

Benefits:

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:

This role is In-Office Professional Development

• Alera Group Academy At Alera Group, growth isn't left to chance.

Through Alera Group Academy , we provide structured development opportunities designed to help you expand your expertise and build a meaningful career. You'll have access to: Role-specific learning paths Leadership development programs Technical and compliance training Industry certifications and continuing education support Peer learning and knowledge-sharing communities Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow. Licensure & Certifications (If Applicable) This position may require: Active FINRA licenses required or ability to obtain within the agreed upon timeline after hire CFP® preferred or encouraged Ongoing continuing education to maintain active status We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-AM1 #LI-In-Office