Alera Group, Inc. · 3 hours ago
Financial Planning and Advisor Support Specialist
Wethersfield, CT
Full-time
Onsite
New Grad, Entry Level
$59K/yr - $65K/yrAlera Group is looking for a Financial Planning and Advisor Support Specialist. The role involves preparing risk reports, managing Salesforce records, and supporting advisors with analysis and departmental tasks to enhance client services.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Prepare risk reports, income analyses, and client-facing deliverables for prospective and existing client meetings
Manage and maintain accurate Salesforce records, client files, and documentation to meet federal regulatory requirements
Support advisors and the specialist team by producing additional analysis reports and assisting with departmental tasks as needed
Qualification
Required
Bachelor's degree in business or finance with strong organizational skills, attention to detail, and the ability to meet deadlines
Motivated, goal-driven professional with strong communication and follow-through skills; financial industry experience preferred
Proficiency with MS Office (Excel), Salesforce, and data management tools preferred
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more
Company
Alera Group, Inc.
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.
Founded in 2017
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Leadership Team
Jim Blue
Chief Executive Officer
Alan Levitz
Executive Chairman
Recent News
2025-10-21
Company data provided by crunchbase