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Wealth Advisor: Client-Focused Financial Planner
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2026-06-26
Listing for:
Alera Group, Inc.
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Alera Group, Inc. is seeking a Servicing Financial Advisor in the Boston area to support clients in financial planning and investment strategies. Candidates should have over 3 years of advisory experience and strong knowledge of investment products. This role requires excellent communication skills and the ability to thrive in a fast-paced environment.
Compensation includes a salary range of $80,000 to $95,000 per year, along with comprehensive benefits and opportunities for professional development through Alera Group Academy.
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