Financial Advisor (Wealth Management)
Perm (Contingency)
perm (contingency)
28 Oct 2025
Boston, MA
Verified by Turrior
Content + Source + Freshness • 18 Dec 2025 • 95% confidence
75 / 100
Offer value
Solid position suitable for candidates beginning their advisory careers, but may offer limited advancement directly.
- Salary range: $80,000–$90,000/year
- Good entry point for aspiring financial advisors
- Strong emphasis on building client relationships
- Full licensure required for application
Pros
- Competitive compensation in wealth management ($80,000 - $90,000/year)
- Strong focus on client relationships and personalized financial advice
- Opportunity for professional development in financial advisory
Cons
- Low starting salary compared to other financial fields
- Limited career advancement in initial roles
- Requires specific licensure (Series 7, 65/66)
Who it's for
Entry to Mid-level • In-office
Good fit
- New financial advisors eager to learn
- Individuals passionate about personal finance and client success
- Candidates ready to engage in comprehensive financial planning
Not recommended for
- Experienced advisors looking for higher compensation
- Individuals preferring remote working conditions
- Those not comfortable with sales-oriented roles
Motivation fit
Desire to assist clients in achieving financial goalsInterest in building a personal brand in financeMotivation to grow within a company focused on client outcomes
Key skills
Client relationship managementFinancial planning and analysisInvestment strategy formulationUse of financial software and CRM systems
Score: 75/100 AI verified analysis
About the job
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.
Responsibilities as the Financial Advisor (Wealth Management):
- 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.
