Private Wealth Associate

Alera Group•Downers Grove, IL

2d•$60,000 - $80,000•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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
Process asset movements, including journals, wire transfers, and EFTs
Ensure accurate completion and documentation of all investment-related submissions
Accurately maintain compliance blotters, including Check Deposits and Applications
Maintain department software systems, including CRM and Central Filing
Become proficient on the Osiac broker-dealer platform
Ensure timely and accurate updates across all internal systems