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Wealth Advisor – On-Site, Boston Area
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2026-06-20
Listing for:
Dickerson Group
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 in the Boston area to join our Wealth Services team. The role involves providing financial planning support to clients, developing personalized financial strategies, and ensuring compliance with regulations.
The ideal candidate has over 3 years of experience in financial services, strong communication skills, and a solid understanding of investment products. Competitive salary ranging from $80,000 to $95,000, plus bonuses and comprehensive benefits, are offered.
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