Financial Services Professional

3 weeks ago


League City, Texas, United States Atria Wealth Solutions Full time
Job Description

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

Key Responsibilities
  • Conduct seminars and workshops on financial and retirement topics to educate clients and promote our services.
  • Prospect for new clients through referrals, networking, and existing relationships.
  • Identify opportunities to expand client relationships and provide tailored investment solutions.
  • Develop and implement diversified investment strategies to meet client goals and objectives.
  • Provide exceptional customer service and build strong relationships with clients.
Requirements
  • High school diploma or equivalent required.
  • Minimum of three years of related experience required.
  • FINRA Series 7, 66 or 63/65 combination licenses required.
  • Life and Health Insurance Licenses required.
  • Must be bondable.
What We Offer
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.


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