About this role
Servicing Financial Advisor - Boston area at Alera Group. Location: Needham, Massachusetts, United States. Role: meeting clients, preparing plans, maintaining compliance Requirements: 3+ years financial advisory experience; strong knowledge of investment and retirement planning; excellent communication; ability to work in a fast-paced environment; active or obtainable FINRA/insurance licenses; CFP preferred. Category: Finance and Accounting Seniority: Mid Level Certifications: series 65, series 7, series 66, massachusetts life insurance, finra, cfp Commitment: Full Time Workplace: Onsite Languages: English