Financial Advisor; Wealth Management

Job Overview – Financial Advisor (Wealth Management):
Compensation: $80,000 – $90,000/year

Location:

Boston, MA

Schedule:

Monday to Friday (In-Office)

Atlantic Group is hiring a Financial Advisor in Boston, MA, with our client. This in-office role helps clients achieve long-term financial goals through personalized planning, portfolio management, and strategic investment advice. You’ll build trusted relationships, generate new business opportunities, and leverage CRM and financial planning tools to strengthen client engagement and retention.

• Client Relationship Management: Build and maintain trusted relationships through proactive communication and personalized financial guidance.
• Financial Planning: Create and present customized plans aligned with clients’ goals, risk tolerance, and investment objectives.
• Portfolio Oversight: Review and adjust portfolios regularly to ensure performance aligns with client needs and market conditions.
• Investment Strategy: Provide expert advice on asset allocation, retirement, and estate planning to optimize long-term wealth growth.
• Business Development: Drive new client acquisition through networking, referrals, and community engagement initiatives.

• Education: Bachelor’s degree in Business, Finance, Economics, or a related field preferred.
• Licensure & Certification: Series 7 and Series 65 or 66 required (CFP or ChFC preferred).
• Experience: 2+ years of financial advisory and sales experience with proven success in client relationships and business development.
• Technical
  
  Skills:
  
  Proficient in Microsoft Office and CRM systems (Salesforce preferred), with familiarity in financial planning and portfolio analysis software.
• Industry Knowledge: Strong understanding of investment strategies, financial planning principles, and regulatory standards.
• Skills & Attributes: Motivated, goal-oriented professional with strong communication, presentation, and relationship-building skills, balancing client service with business development.

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.