Financial Adviser

  • Location: New York, NY
  • Type: Perm (Contingency)
  • Job #33271
  • Salary: $49,000.00

Compensation: Est. Avg. $49,000 – $150,000 + bonus | Actual salary may vary based on experience and qualifications
Location: New York City

Job Summary:
The Financial Adviser will work with clients to understand their financial goals and develop personalized financial plans to help them achieve those goals. They will provide advice on investments, retirement planning, insurance, and other financial products and services.

Key Responsibilities:
As a Financial Adviser, you will be responsible for the following 

  • Meeting with clients to understand their financial goals and objectives
  • Developing personalized financial plans that meet the needs of individual clients
  • Providing advice on investments, retirement planning, insurance, and other financial products and services
  • Conducting research and analysis to support financial recommendations
  • Monitoring and reviewing clients' financial plans on an ongoing basis to ensure that they remain appropriate and effective
  • Keeping up-to-date with industry developments, financial regulations, and best practices
  • Building and maintaining relationships with clients to ensure long-term satisfaction and loyalty
  • Developing and implementing marketing strategies to attract new clients
  • Collaborating with other financial professionals, such as accountants and attorneys, to provide comprehensive financial advice to clients


To be considered for the Financial Adviser role, you should have 

  • Bachelor's degree in finance, economics, or a related field
  • Relevant professional certification, such as a CFP or CFA, preferred
  • 3+ years of experience in financial planning or a related field
  • Strong knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Proven track record of building and maintaining strong relationships with clients


Note: 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.

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Job ID: 33271