Financial Consultant

3 weeks ago


Pensacola, Florida, United States Atria Wealth Solutions Full time
Job Description

Job Title: Financial Consultant

Job Summary:

We are seeking a highly skilled Financial Consultant to join our team at Atria Wealth Solutions. As a Financial Consultant, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique financial situations and goals.
  • Investment Management: Manage client investments, providing expert advice on investment strategies and product selection.
  • Financial Analysis: Conduct thorough financial analyses to identify areas for improvement and provide recommendations for clients.
  • Client Communication: Communicate complex financial information to clients in a clear and concise manner, ensuring they understand their financial situation and options.
  • Business Development: Identify new business opportunities and develop strategies to attract new clients and grow existing relationships.

Requirements:

  • FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required.
  • Effective analytical, decision-making, problem-solving and organizational skills.
  • Effective interpersonal, verbal, and written communications skills.
  • Effective planning, organizational, time management and problem-solving skills.
  • Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm.
  • Experience in business development to include market strategy, product demonstration and promoting products and services.
  • Experience consulting with customers to assess their financial status and identify investment needs.
  • Effective knowledge of investment and insurance products.
  • Effective knowledge, to interpret industry related laws and government regulations.
  • Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software.
  • Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data.

Preferred Qualifications:

  • Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience.
  • Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures.
  • Desire to pursue designations e.g. CFP, ChFC, CLU.


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