Key Facts

Remote From:

United States

Category: Accounting Manager – General

Full time

Senior (5-10 years)

English

Hard Skills

Wealth Management Customer Relationship Management Client Services

Other Skills

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Analytical Skills
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Communication
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Problem Solving
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Time Management
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Personal Integrity

Roles & Responsibilities

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

Requirements:

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
Ensure client documentation, account records, and service activity align with regulatory and firm requirements

Job description

Overview:

Alera_Color_250x80

Staff Accountant – Wealth Services
Location: Remote

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 Staff Accountant 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.

Why Alera Group

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

Responsibilities:

What You’ll Do / Your Impact

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:

What You Bring

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

Additional Information:

Compensation:
Salary range: $70,000 – $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 Remote

Professional Development – Alera Group Academy

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.

Licensure & Certifications (If Applicable)

This position may require:

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

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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