About this role
AAI - Staff Accountant, Financial Services at Alera Group. Location: United States. Role: preparing reports, supporting onboarding, maintaining records Requirements: 2+ years in financial services or wealth management; understanding of investment products and account structures; strong communication and relationship skills; ability to obtain FINRA licenses; CFP/CFA preferred. Category: Finance and Accounting Seniority: Entry Level Certifications: series 7, series 65, series 66, finra, cfp, cfa Commitment: Full Time Workplace: Remote Languages: English