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Budget Advisor

Alera Group, Inc.

This is a Full-time position in Boston, MA posted May 28, 2023.

Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add a Financial Advisor to our Team!

The Financial Advisor will assist with new client onboarding, meet with our established clients and continue to grow and enhance existing client relationships by providing exceptional client service as well as resolving client inquiries.

This position is based in our Needham, MA office and the candidate must be able to occasionally travel to all our Massachusetts offices.

This Advisor will have the opportunity to help grow our office and meet one on one with company leads generated from workshops, referrals and TV. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.

  • College degree preferred
  • 4 + years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65 or Series 7&66 REQUIRED
  • CFP designation a plus
  • Strong organizational, prioritization, interpersonal & management skills
  • Strong mathematical and analytical skills
  • Excellent communications skills; both verbal and written

  • Prepare, present and implement customized financial plans
  • Assist clients with annuities, life, long-term care & managed money
  • Provide financial planning advice to include investment, insurance & retirement
  • Develop, manage and retain strong client relationships

We’re an equal opportunity employer.  All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you’re a California resident, please read theCalifornia Consumer Privacy Actprior to applying.

PandoLogic. Keywords: Financial Advisor, Location: Boston, MA – 02112 , PL: 568928899