Private Wealth Associate

Overview:

Private Wealth Associate

Location: Hybrid

At Alera Group, our Private Wealth team supports advisors and clients in managing investment processes with accuracy, service excellence, and operational precision. We’re seeking a Private Wealth Associate who will play a key role in supporting new and existing broker-dealer business, ensuring smooth asset movement, and maintaining compliance and operational systems.

About Alera Group

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services. With offices nationwide, we combine national strength with local service through a deeply collaborative approach.

This role will collaborate regularly with advisors, client service associates, custodians, and vendors to support investment business and ensure operational accuracy.

Why Alera Group

Make an Impact: Your work directly supports advisors and clients in managing investments that matter.
Grow With Us: We invest in training, mentorship, and long-term career development.
The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and business lines.
National Strength. Local Heart: Access large-scale resources while doing work that feels personal.

Responsibilities:

What You’ll Do / Your Impact

Client Partnership & Operational Support

Support advisors and client service associates on new and existing broker-dealer business
Receive, review, and process new and existing investment business
Facilitate follow-up and interaction between advisors, Broker Dealer/Custodian, and outside vendors

Asset Movement & Transaction Processing

Process asset movements, including journals, wire transfers, and EFTs
Ensure accurate completion and documentation of all investment-related submissions

Compliance & Documentation

Accurately maintain compliance blotters, including Check Deposits and Applications
Maintain department software systems, including CRM and Central Filing

Systems & Platform Proficiency

Become proficient on the Osiac broker-dealer platform
Ensure timely and accurate updates across all internal systems

Qualifications:

What You Bring

Required

Undergraduate college degree
1+ years of experience in a professional office environment (Investment and Insurance Services preferred)
Experience with data entry and administrative task execution
Strong organizational skills, attention to detail, and ability to balance multiple priorities

Preferred

Life & Health, SIE, Series 7 & 66, and insurance licenses preferred; must be obtained within 12 months of hire if not already held
Experience in investment services, financial operations, or broker-dealer environments
Familiarity with CRM systems and document management tools

Core Competencies

Detail orientation
Accountability and follow-through
Collaborative mindset
Client-first thinking

Additional Information:

Compensation:
Salary range: $60,000 – $80,000 per year

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
Hybrid

Professional Development – Alera Group Academy

Through Alera Group Academy, 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

Licensure & Certifications (If Applicable)

Active or ability to obtain required licenses within 12 months (Life & Health, SIE, Series 7, Series 66, etc.)
Ongoing continuing education as required.

Alera Group is an equal opportunity employer. All applicants will be considered without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

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