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Wealth Advisory & Client Relations Specialist
Job in
Needham Heights, Norfolk County, Massachusetts, 02494, USA
Listed on 2026-06-20
Listing for:
UNAVAILABLE
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
Alera Group is seeking a Servicing Financial Advisor for their Boston area office. The successful candidate will engage with clients, provide tailored financial strategies, and maintain ongoing client relationships. This role demands a strong background in financial services and the ability to operate effectively in a dynamic environment.
With a competitive salary range of $80,000 – $95,000, the position includes eligibility for performance-based bonuses and a comprehensive benefits package, including health coverage and 401(k).
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