Financial Advisor
Alera Group’s Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.
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 delivers 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
Client Experience & Advisory Support
- Meet one-on-one with prospective clients generated through firm-sponsored marketing activities, including workshops and digital outreach
- Guide prospects through the onboarding process and establish long-term advisory relationships
- Prepare, present, and implement customized financial plans aligned with client goals
- Assist clients with investment strategies focused on retirement planning
- Maintain strong, ongoing relationships with existing clients and firm-provided house accounts
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
Growth & Retention
- Develop and retain strong client relationships through proactive service and consistent communication
- Identify opportunities to deepen existing client relationships through planning and investment solutions
- Support firm growth by converting marketing-generated prospects into long-term advisory clients
Qualifications
Required
- 6+ years of financial services experience with an emphasis on sales and client relationship management
- 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 Connecticut Life & Health insurance license
- CFP® designation or progress toward certification
- College degree
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
Benefits
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), and generous PTO.
Pay
Salary range: $80,000 – $85,000 per year.
Schedule
This role is in-office.
Professional Development
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
Licensure & Certifications
This position may require:
- Active FINRA licenses or ability to receive within an agreed-upon timeline after hire
- CFP® preferred or encouraged
- Ongoing continuing education to maintain active status