Financial Services Representative

3 weeks ago


League City, Texas, United States Atria Wealth Solutions Full time
Financial Advisor Role

At Atria Wealth Solutions, we are seeking a skilled Financial Advisor to provide exceptional financial and retirement planning services to our clients. The ideal candidate will have a strong understanding of investment products and services, as well as excellent communication and interpersonal skills.

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 personalized investment services.
  • Analyze financial information and develop diversified investment strategies to meet client goals.
  • Advise clients on asset allocation and portfolio construction, and follow up regularly to ensure their needs are met.
  • Meet or exceed monthly sales quotas and seek guidance from senior advisors as needed.
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.
Preferred Requirements
  • Bachelor's degree in a related field preferred.
Work Environment
The Financial Advisor will work in a fast-paced environment, frequently interacting with clients and colleagues. The ideal candidate will be able to work independently and as part of a team, with excellent communication and problem-solving skills.

Physical Demands
The Financial Advisor will be required to sit for extended periods, use a computer, and communicate with clients and colleagues. The ideal candidate will be able to work in a standard office environment and travel occasionally to client meetings.

EOE
Atria Wealth Solutions is an equal opportunity employer and welcomes applications from diverse candidates.

About Atria Wealth Solutions
Atria Wealth Solutions is a leading provider of financial services, dedicated to helping our clients achieve their financial goals. We offer a comprehensive range of investment products and services, and our team of experienced advisors is committed to providing exceptional service and support.

Why Join Atria Wealth Solutions?
At Atria Wealth Solutions, we offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is passionate about delivering exceptional service and making a positive impact on our clients' lives.

Apply Now
If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.

Contact Us
For more information about this role or to submit your application, please contact us at [insert contact information].

Disclaimer
Atria Wealth Solutions is an equal opportunity employer and welcomes applications from diverse candidates.

Copyright 2023 Atria Wealth Solutions
All rights reserved.

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