Financial Advisor

3 days ago

Reston, Virginia, United States Atria Wealth Solutions Full time
Job Title: Financial Advisor

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

Key Responsibilities:
  • Provide financial consulting services to assist clients with identifying their financial goals and objectives.
  • Act as a catalyst for the promotion and growth of our financial products and services.
  • Recommend appropriate financial products and services to achieve clients' financial goals.
  • Manage moderate dollar volume and moderate client bases.
  • Administer and document basic account activity and execution per company process and procedures and regulatory requirements.
  • Conduct periodic review of accounts to communicate account status, explain activities, and keep clients aware of new offerings.
  • Develop a beginning pipeline of internal and external referral sources in compliance with company policies and procedures.
  • Establish, maintain, and develop business relationships with clients and internal and external sources in assigned territory.
  • Execute customer and broker purchase/sales orders of securities for current/new clients.
  • Focus consulting for financial products and services supported by our Registered Investment Advisory Firm.
  • Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business.
  • Under some supervision, proactively remain current with research, legislative, and industry updates to identify areas for market growth/opportunities and/or potential concerns impacting our clients and/or business environment.
  • Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns, and take remedial actions.
  • Monitor, track, and report performance of individual sales plans and assigned strategies.
  • Participate in development and implementation of new/enhanced processes and financial planning.
  • Participate in on-site audits of registered duties, documentation, and processes in order to comply with company standards and regulatory agencies.
  • Perform in-depth ongoing research to acquire new accounts in assigned territory to increase market share.
  • Plan/conduct life insurance and investment seminars and initiate cross-marketing for clients and prospects to grow market penetration of our financial product services.
  • Prepare standard/special reports required by regulatory agencies, participate in industry and/or internal audits under some supervision.
  • Provide basic investment consultation related to investment products, life insurance services, and related quotes, document preparation, and required regulatory filings.
  • Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks, bonds, annuities, mutual funds, managed accounts, and related securities.
Requirements:
  • Basic understanding of economic and accounting principles and practices, financial markets, banking, and analysis and reporting of financial data.
  • Basic knowledge of investment and insurance products.
  • Basic knowledge to interpret industry-related laws and government regulations.
  • Experience in business development to include market strategy, product demonstration, and promoting products and services.
  • Basic experience consulting with customers to access their financial status and identify investment needs.
  • Basic experience working as an adult facilitator, trainer, development coach, and/or internal consultant.
  • FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire).
  • Appointment by the sponsoring insurance company, broker-dealer, and/or Registered Investment Advisory Firm.
  • Willingness to pursue CFP, ChFC, or CLU designation after one year of successful employment.
  • Strong analytical, decision-making, problem-solving, and organization skills.
  • Skill exercising initiative and using good judgment to make sound decisions under some supervision and direction.
  • Strong interpersonal, verbal, and written communications skills.
  • Effective planning, organizational, time management, and problem-solving skills.
  • Effective skill building effective relationships through rapport, trust, diplomacy, and tact.
  • Effective skill exercising initiative and using good judgment to make sound decisions.
  • Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely.
  • Effective skill to influence, negotiate, and persuade to reach agreeable exchange and positive outcomes.
  • Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software tools.
Desired Qualifications:
  • Bachelor's degree in Business Administration, Finance, or Management or related discipline or related professional experience.
  • In pursuit of designations e.g., CFP, ChFC, CLU.
  • Advanced knowledge of our company's functions, philosophy, operations, and organizational objectives.
Work Environment:

We offer a hybrid workplace environment, and details will be discussed during your interview process.

Equal Employment Opportunity:

We value, celebrate, and enact diversity in the workplace. We take affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans.

EOE/AA/M/F/Veteran/Disability

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