Atlantic Group · 2 hours ago
Financial Advisor (Wealth Management)
Boston, MA
Full-time
Onsite
Entry, Mid Level
$80K/yr - $90K/yr
2+ years expAtlantic Group is hiring a Financial Advisor in Boston, MA. This in-office role helps clients achieve long-term financial goals through personalized planning, portfolio management, and strategic investment advice.
B2BHuman ResourcesStaffing Agency
Responsibilities
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
Qualification
Required
Series 7 and Series 65 or 66
2+ years of financial advisory and sales experience with proven success in client relationships and business development
Proficient in Microsoft Office and CRM systems
Strong understanding of investment strategies, financial planning principles, and regulatory standards
Motivated, goal-oriented professional with strong communication, presentation, and relationship-building skills, balancing client service with business development
Preferred
Bachelor's degree in Business, Finance, Economics, or a related field
CFP or ChFC
Salesforce
Company
Atlantic Group
Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.
51-200 employees
H1B Sponsorship
Atlantic Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
John Ricco
Founding Partner
Recent News
Company data provided by crunchbase