OVERVIEWServicing Financial Advisor - Boston area - Wealth ServicesLocation: 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 Advisorwho will contribute to client relationships, financial strategy, and operational excellence.
RESPONSIBILITIESWhat You'll Do / Your ImpactClient 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
QUALIFICATIONSWhat You BringRequired- 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 INFORMATIONCompensation: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-OfficeProfessional Development - Alera Group AcademyAt 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
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Location TypeIn-Office
