Associate Advisor

  • Location: New York, NY
  • Type: Perm (Contingency)
  • Job #33544
  • Salary: $100,000.00

Compensation: $100,000 – $130,000 + bonus
Location: New York City

Job Overview:
The Associate Advisor has a crucial role in providing comprehensive investment solutions to high net worth individuals, family offices, and institutions. This position offers an excellent opportunity for individuals looking to grow their careers in the financial industry and develop their skills in client service and investment advisory.

Key Responsibilities:
As a Associate Advisor, you will assume a pivotal role where your primary responsibilities will encompass the following 

  • Collaborating with the Investment Team and Senior Advisors to prepare marketing materials, personalized investment proposals, and reports
  • Assisting with post-client-meeting follow-ups, including client onboarding documentation and the client intake process
  • Maintaining up-to-date client data in the contact management system and contact database for reporting, scheduling, tracking, and marketing purposes
  • Acting as a liaison with clients’ and the firm’s network of business professionals, such as accountants, attorneys, and other specialized advisors and service partners, as necessary
  • Creating and managing client files, preparing client forms and reports, and handling correspondence requested by the firm’s Advisors
  • Working closely with the financial planning and reporting team to create customized financial plans and portfolio reports tailored to each client

To be considered for the Associate Advisor role, you should have 

  • Four-year degree from a regionally accredited institution (Bachelor of Science preferred)
  • Strong relationship-building skills and a commitment to long-term client relationships
  • Self-motivation and an entrepreneurial personality
  • Excellent communication skills, both written and verbal, with the ability to explain financial concepts clearly
  • Attention to detail, sound judgment, and high ethical standards
  • Mental flexibility to work independently and collaboratively


  • Competitive compensation package: Annual salary ranging from $65,000 to $85,000, along with a performance-based bonus
  • Comprehensive medical insurance
  • Dental insurance coverage
  • 401(k) retirement plan with employer matching
  • Opportunities for career growth and professional development

Note: Qualified candidates will be contacted by Atlantic Group within 2 business days of application. If an applicant does not meet the above criteria, their resume will be kept on file for future opportunities and they may be contacted for further discussion.

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Job ID: 33544