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8 Atlantic Group Financial Planner Jobs Hiring Near You

Atlantic Group

HR Coordinator (Temporary)

Manhattan, NY · On-site

$40 - $75/hr

Monday to Friday (Hybrid) Atlantic Group is hiring an HR Coordinator (Temporary) in New York, NY ... Coordinate in-person and virtual event logistics and ensure a seamless experience from planning ...

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

Monday to Friday (Hybrid) Atlantic Group is hiring a Client Service Associate in Boston, MA for our ... Exposure to investment management, wealth management, or related financial services environments is ...

Atlantic Group

Loan Processor (Real Estate)

Stamford, CT · On-site

$80K/yr

Monday to Friday (Hybrid) Atlantic Group is hiring a Loan Processor (Real Estate) in Stamford, CT ... High school diploma required, with a Bachelor's degree in Business, Finance, or a related field ...

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Atlantic Group Jobs Information

What is it like to work at Atlantic Group?

Atlantic Group is a company that values collaboration and innovation, fostering a dynamic work environment where employees can share ideas and work together to achieve common goals.

The company's team structure is typically flat, with open communication channels and a focus on cross-functional collaboration, allowing employees to work on diverse projects and develop a wide range of skills. Atlantic Group's mission is to provide high-quality products and services, with a strong emphasis on customer satisfaction and continuous improvement.

Working at Atlantic Group may appeal to candidates who are looking for a challenging and rewarding career, with opportunities for professional growth and development in a fast-paced and innovative industry.

What makes Atlantic Group an attractive place to work?

Atlantic Group is a well-established and respected organization in its industry, known for its commitment to excellence and customer satisfaction. The company fosters a dynamic work environment that encourages collaboration, innovation, and continuous learning, with a focus on employee growth and development. By joining Atlantic Group, individuals can contribute to the company's mission and gain valuable experience, skills, and knowledge that can help them achieve their professional goals.
What other companies are hiring for Financial Planner jobs?
What are the most popular jobs at Atlantic Group?
Infographic showing various Financial Planner job openings at Atlantic Group in the United States as of August 2026, with employment types broken down into 76% Full Time, and 24% Temporary. Highlights an 100% Physical job distribution.

Client Service Associate (Wealth Management)

Atlantic Group

Philadelphia, PA • On-site

$75K/yr

Other

Re-posted 29 days ago

Job description

  • Location: Philadelphia, PA
  • Type: Perm (Contingency)
  • Job #49046
  • Salary: $75,000
Job Overview - Client Service Associate (Wealth Management)
Location: Philadelphia, PA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Client Service Associate (Wealth Management) in Philadelphia, PA for our client. This role supports investment advisory operations, client onboarding, account administration, and financial planning activities within a high-net-worth wealth management environment. The ideal candidate has experience supporting financial advisors or clients within a brokerage, RIA, or financial planning firm and thrives in a fast-paced, client-focused setting.
Responsibilities as the Client Service Associate (Wealth Management):
  • Account Administration: Prepare and process account opening documents, transfer paperwork, custodial forms, and account maintenance requests.
  • Client Support: Assist with client servicing activities, respond to administrative requests, and support ongoing advisor-client communications.
  • Custodian Coordination: Work closely with custodians to facilitate account setup, funding activity, and transfer processing.
  • Meeting Preparation: Assemble client review materials, financial reports, and presentation packets for advisor meetings.
  • Record Management: Maintain accurate client records and manage sensitive documents, checks, and time-sensitive correspondence.
  • Operational Support: Coordinate scheduling, mailings, and administrative logistics while supporting day-to-day office operations.
Qualifications for the Client Service Associate (Wealth Management):
  • Education: Bachelor's degree is required.
  • Experience: 1-5 years of client service, operations, or administrative experience within wealth management, brokerage, or financial advisory environments is required.
  • Industry Knowledge: Familiarity with investment advisory operations, custodial platforms, and financial planning support processes is preferred.
  • Technical Skills: Proficiency with Microsoft Office Suite, particularly Excel, and experience working with Schwab, Fidelity, or similar custodial platforms is preferred.
  • Skills & Attributes: Strong organizational skills, attention to detail, communication abilities, professionalism, and the ability to manage multiple priorities are required.
Application Notice: 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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