Wethersfield, Connecticut, United States · On-site
OVERVIEW Financial Advisor – Wealth Services Location: On-Site At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive finan…
Skills: Financial Planning, Investment Strategies, Retirement Planning, Client Relationship Management, Sales
Placentia, California, United States · Hybrid
OVERVIEW Employee Benefits Account Manager Location: Hybrid We’re seeking an Employee Benefits Account Manager (up to Account Executive) who will support client service excellence, and operational accuracy. About A…
Skills: Client Service, Carrier Negotiations, Open Enrollment Management, Claims Resolution, Compliance Management
Tacoma, Washington, United States · Remote OK
OVERVIEW Account Manager – Commercial Lines (Property & Casualty) At Alera Group, we help businesses navigate risk with confidence. Our Property & Casualty teams deliver strategic, consultative solutions that prote…
Skills: Commercial Account Management, Client Relationship Management, Renewal Strategy, Property & Casualty Insurance, Policy Endorsements
Needham, Massachusetts, United States · On-site
OVERVIEW Office Clerk – Property & Casualty Location: On-site – Needham, MA At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future…
Skills: Mailroom Operations, Administrative Support, Office Equipment Operation, Scanning, Shipping And Receiving
Cincinnati, Ohio, United States · Hybrid
OVERVIEW Senior Account Executive – Employee Benefits Location: Hybrid - Cincinnati At Alera Group, our Employee Benefits team partners with employers to design, manage, and evolve benefit programs that support peo…
Skills: Client Relationship Management, Employee Benefits Strategy, Risk Strategy, Plan Design Analysis, Compliance Management
Towson, Maryland, United States · Hybrid
OVERVIEW Account Coordinator – Employee Benefits Hybrid At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefi…
Skills: Client Service, Benefits Administration, Compliance Management, Account Management, Time Management
Tacoma, Washington, United States · Hybrid
OVERVIEW Account Specialist – Property & Casualty At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking an Account…
Skills: Property & Casualty Insurance, Client Relationship Management, Policy Administration, Carrier Submissions, Contract Review
Green Tree, Pennsylvania, United States · Remote OK
OVERVIEW Senior Accountant – Employee Benefits Remote | PA, MD, DE, VA At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and com…
Skills: Commission Processing, Agency Billing, Accounts Payable, Accounts Receivable, General Ledger Posting
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The Financial Advisor is responsible for developing customized financial plans and managing long-term advisory relationships with clients. They must ensure all investment recommendations and documentation adhere to regulatory requirements and firm standards.
Candidates need 6+ years of financial services experience with a focus on sales and client management. Preferred qualifications include Series 65 or 7 & 66 licenses, a CFP designation, and a college degree.
Financial Advisor – Wealth Services
Location: On-Site
At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Financial Advisor who will contribute to client relationships, financial strategy, and operational excellence.
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 allows us to deliver national strength with local service.
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
Compensation:
Salary range: $80,000 – $85,000 per year
Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model:
This role is In-Office
At Alera Group, growth isn’t left to chance. 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
Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
This position may require:
CFP® preferred or encouraged
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, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
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Smarter insurance starts here.
As one of the largest privately-held insurance agencies, Propel Insurance, an Alera Group company, is an expert at helping clients find ways to move their business forward. We provide innovative insurance solutions, surety bonds, consulting, and employee benefits to thousands of businesses and individuals worldwide. Our deep industry expertise and perspective, together with our entrepreneurial drive, make us a perfect match for aggressive, success-minded organizations.
Offices: 1201 Pacific Avenue, Suite 1000, Tacoma, WA 98401, US · 601 Union St, Suite 3400, Seattle, Washington 98101-1371, US · 805 SW Broadway, Suite 2300, Portland, OR 97205, US · 2045 Cardinal Ave, Suite 300, Medford, Oregon 97504, US · 151 Major Reynolds Pl, Suite 210, Knoxville, Tennessee 37919, US
Smarter insurance starts here.
As one of the largest privately-held insurance agencies, Propel Insurance, an Alera Group company, is an expert at helping clients find ways to move their business forward. We provide innovative insurance solutions, surety bonds, consulting, and employee benefits to thousands of businesses and individuals worldwide. Our deep industry expertise and perspective, together with our entrepreneurial drive, make us a perfect match for aggressive, success-minded organizations.
Offices: 1201 Pacific Avenue, Suite 1000, Tacoma, WA 98401, US · 601 Union St, Suite 3400, Seattle, Washington 98101-1371, US · 805 SW Broadway, Suite 2300, Portland, OR 97205, US · 2045 Cardinal Ave, Suite 300, Medford, Oregon 97504, US · 151 Major Reynolds Pl, Suite 210, Knoxville, Tennessee 37919, US
