Careers

Atlas Private Wealth Management is always seeking dedicated investment advisors to join our growing business. We have been serving the needs of high net worth individuals, families, and non-profit organizations since 1996. If you are looking for the benefits of partnering with an established wealth management company but are not interested in working for a large brokerage firm, we may be able to provide the right solution for you.

Wealth Management Advisor

North Adams, MA

Atlas Private Wealth Management is a fee-only financial planning firm experienced in helping clients pursue their financial goals by focusing on understanding individual concerns and creating sound strategies in the areas of financial planning, investment management, risk management, and tax planning. We are looking for accomplished financial advisors with a strong track record of success and a passion for wealth management and financial planning to help us grow our firm. We are currently recruiting candidates who are entrepreneurial, experienced financial planners whose professionalism, competence, and integrity stand up to the high practice standards of the most trusted professionals.

Description of Role

  • Collaborate with clients to determine investment goals and objectives, analyze financial information obtained from clients to determine strategies, and implement recommendations based on those strategies.
  • Build and maintain client base, keep client plans up to date, and acquire new clients on an ongoing basis.
  • Provide knowledgeable, objective financial guidance and strategies to clients who expect quality service.

 

Qualifications

  • Series 65
  • One or more professional designations preferred (CFP®, ChFC®, CPA, CLU®)
  • Minimum of 3 years of client-facing production experience, with verifiable production (fee-based or commission)
  • Experience providing a full range of financial planning solutions (fee-based, asset management, etc.)
  • Investment philosophy in line with Atlas’ investment philosophy
  • Professional image and consultative approach with clients

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