[Hiring] Staff Accountant @Alera Group

Role Description

We’re seeking a Staff Accountant who will contribute to client relationships, financial strategy, and operational excellence.

Responsibilities

• Client Experience & Advisory Support
  • Assist with financial plans, portfolio reviews, meeting preparation, client reporting, and follow‑up activities.
  • Support advisors with client onboarding, account maintenance, and ongoing service requests.
  • Maintain strong client relationships through responsive communication and proactive service.
• Operational & Compliance Excellence
  • Ensure client documentation, account records, and service activity align with regulatory and firm requirements.
  • Coordinate with custodians, internal operations teams, and compliance partners to support accurate execution.
  • Maintain organized client files, workflows, and service records to support audit and oversight needs.
• Growth & Retention
  • Support business development initiatives through meeting preparation, reporting, and client communications.
  • Identify opportunities to deepen client engagement and improve the overall client experience.
  • Contribute to retention efforts by delivering consistent, high‑quality service and follow‑through.

Qualifications

• Required
  • 2+ years of experience in financial services, wealth management, or a related client service role.
  • Understanding of investment products, account structures, and financial planning concepts.
  • Strong communication and relationship management skills.
  • Ability to manage multiple priorities in a fast‑paced, client‑focused environment.
• Preferred
  • Series 7, 65, or 66 license (or ability to obtain).
  • CFP®, CFA®, or progress toward professional certification.
  • Strong analytical and problem‑solving capability.
• Core Competencies
  • Analytical mindset.
  • Relationship‑building.
  • Integrity and discretion.

Requirements

• Active FINRA licenses required or ability to obtain within agreed upon timeline after hire.
• CFP® preferred or encouraged.
• Ongoing continuing education to maintain active status.

Benefits

• Comprehensive benefits including medical, dental, vision, life and disability coverage.
• 401(k) plan.
• Generous PTO.
• Professional development opportunities through Alera Group Academy.

Company Description

Alera Group has grown to become the 14th largest broker of U.S. business since its founding in 2017. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services.