Current jobs related to Investment Consultant at Atria Wealth Solutions - Traverse City, Michigan - Atria Wealth Solutions

  • Wealth Planning Consultant

    2 weeks ago

    Garden City, Michigan, United States WELLS FARGO BANK Full time

    About this RoleWe are seeking a skilled Wealth Planning Consultant to join our team at Wells Fargo Advisors. As a key member of our Wealth and Investment Management team, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesParticipate in wealth planning services and identify opportunities for Financial...

  • Senior Relationship Manager

    4 weeks ago

    Traverse City, Michigan, United States RWA Wealth Partners LLC Full time

    {"Role Overview": "At RWA Wealth Partners LLC, we're seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our clients. Your primary focus will be on building and maintaining strong relationships with our clients,...

  • Senior Relationship Manager

    4 weeks ago

    Traverse City, Michigan, United States RWA Wealth Partners LLC Full time

    Job OverviewRWA Wealth Partners LLC is a boutique wealth management firm that offers a unique blend of financial planning and wealth management services. As a Senior Relationship Manager, you will play a key role in building and maintaining strong relationships with clients, providing them with expert advice and guidance to help them achieve their financial...

  • Senior Licensed Sales Assistant

    2 days ago

    Traverse City, Michigan, United States Independent Bank Corporation Full time

    Job OverviewAt Independent Bank, we're committed to fostering a culture that encourages professional growth and celebrates individual differences. As a Senior Licensed Sales Assistant, you'll play a vital role in managing our client service center and providing advisor sales and operational assistance for our IB Wealth Management team.Key...

  • Financial Planning Specialist

    3 days ago

    Garden City, Michigan, United States CFO Wealth Advisors Inc Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to join our team at CFO Wealth Advisors Inc.Key Responsibilities:Provide exceptional customer service to our clientsAssess clients' financial needs and offer guidance on investmentsDevelop and implement strategic financial plansMonitor clients' accounts and adjust plans as neededCommunicate...

  • Financial Planning Specialist

    2 weeks ago

    Garden City, Michigan, United States CFO Wealth Advisors Inc Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to join our boutique financial planning firm, CFO Wealth Advisors Inc.In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money.You will assess each client's unique financial picture, understand their needs, and recommend a strategic financial...

  • Insurance Career Representative

    2 days ago

    Traverse City, Michigan, United States Bankers Life Full time

    Unlock Your Earning PotentialBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our Award-Winning TrainingOur...

  • Plumber Lead

    3 weeks ago

    Traverse City, Michigan, United States Moore Mechanical Full time

    About Moore MechanicalMoore Mechanical is a leading provider of high-quality HVAC and plumbing solutions in West Michigan. With multiple office locations across the Lower Peninsula, we have experienced substantial growth in recent years, a trajectory we are committed to sustaining. Our diverse portfolio includes prestigious multi-million-dollar homes and...

  • Senior Trust Advisor

    1 week ago

    Traverse City, Michigan, United States Fifth Third Full time

    Unlock Your Potential as a Senior Trust AdvisorWe're seeking a seasoned professional to join our team as a Senior Trust Advisor. In this role, you'll serve as a trusted advisor to clients with complex financial needs, providing expert guidance on trust administration, estate planning, and wealth management.Key Responsibilities:Develop and maintain close...

  • Insurance Agent Representative

    2 weeks ago

    Traverse City, Michigan, United States Bankers Life Full time

    Unlock Your Earning PotentialBankers Life, a leading provider of financial services, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, and enjoy critical thinking, we want to hear from you.Our award-winning...

  • Personal Banker Associate I

    3 weeks ago

    Traverse City, Michigan, United States Fifth Third Full time

    Job SummaryFifth Third Bank is seeking a highly motivated and customer-focused Personal Banker Associate I to join our team. As a key member of our Financial Center, you will be responsible for providing exceptional customer service, building relationships, and identifying financial needs to deliver tailored solutions.Key ResponsibilitiesUtilize the...

  • Quality Management Specialist

    3 days ago

    Traverse City, Michigan, United States blueStone Staffing Solutions Full time

    Quality Manager Job DescriptionWe are seeking a highly skilled Quality Manager to lead our quality management operations. The ideal candidate will have a strong background in quality management, excellent leadership skills, and the ability to work effectively in a team-oriented environment.Key Responsibilities:Manage and improve internal quality execution...

  • Financial Advisor

    6 days ago

    Traverse City, Michigan, United States Hantz Group Full time

    Job DescriptionHantz Group is a Michigan-based financial services company that provides comprehensive financial solutions to individuals and businesses. As a Financial Advisor, you will work with a team of experts to help clients achieve their financial goals.Key Responsibilities:Develop and maintain a client base by providing exceptional customer service...

  • Retail Banking Specialist

    2 days ago

    Traverse City, Michigan, United States Fifth Third Full time

    Transforming Banking for a Better TomorrowFifth Third Bank is committed to connecting great people with great opportunities. As a Retail Banking Specialist, you will play a vital role in delivering exceptional customer experiences and driving business growth. Key Responsibilities:• Utilize the consultative sales process to identify and meet the financial...

  • Welder Specialist

    3 days ago

    Traverse City, Michigan, United States Tradesmen International Full time

    Job Summary:As a Welder at Tradesmen International, you will be responsible for reading blueprints and engineering drawings to perform tasks efficiently. You will also read technical manuals as applicable and demonstrate knowledge of various metals and their characteristics. Additionally, you will assist pipe fitters in pipe installation, preparation, and...

  • Retail Sales Manager

    3 days ago

    Traverse City, Michigan, United States Staples, Inc. Full time

    Assistant Store Manager Job DescriptionAs a key member of the Staples team, the Assistant Store Manager plays a vital role in driving sales, services, and customer engagement in the store. This position ensures the store is ready for business and fosters a positive, inclusive, and collaborative work environment.Key Responsibilities:Establish customer...

  • Dental Care Specialist

    3 days ago

    Traverse City, Michigan, United States gpac Full time

    Job Title: Dental Care SpecialistAbout the Role:We are seeking a highly skilled Dental Care Specialist to join our team at GPAC. As a Dental Care Specialist, you will be responsible for creating dental treatment plans and coordinating oral health care during patient consultations.Key Responsibilities:Create dental treatment plans and coordinate oral health...

  • Dental Care Specialist

    2 days ago

    Traverse City, Michigan, United States gpac Full time

    Job Opportunity:We are seeking a skilled Dental Care Specialist to join our dynamic team at GPAC. As a leading search firm, we specialize in placing quality professionals within multiple industries across the United States.About the Role:The successful candidate will be responsible for creating dental treatment plans, coordinating oral health care during...

  • Retail Sales Team Lead

    1 week ago

    Traverse City, Michigan, United States Staples Full time

    Job SummaryAs a Retail Sales Supervisor at Staples, you will be responsible for providing exceptional customer service, driving sales growth, and leading a team to deliver a great store experience. Your key responsibilities will include:Providing consultative selling and total solutions to every customerPerforming Manager on Duty role, leading the team to...

  • Insurance Sales Agent

    3 days ago

    Traverse City, Michigan, United States Taylor Snure Farmers Insurance Full time

    Job Title: Insurance Sales AgentJob Summary:As a key member of our team, you will play a vital role in driving revenue by selling top-tier insurance products to our valued clients. You will work with warm leads, assessing their insurance needs and providing personalized solutions that leverage your sales skills and insurance knowledge.Responsibilities:Manage...

Investment Consultant at Atria Wealth Solutions

2 months ago

Traverse City, Michigan, United States Atria Wealth Solutions Full time

Atria Wealth Solutions is actively seeking a Licensed Financial Consultant to deliver comprehensive retirement and investment strategies. This role is pivotal in addressing the financial planning requirements of our clientele.

As a member of our team, you will benefit from:

  • Quality Leads: Collaborate with branch personnel to receive quality leads, referrals, and established trust within the community.
  • Extensive Client Base: Access a broad member network to identify potential clients.
  • Client-Centric Approach: Offer and recommend the most suitable products tailored to your clients' needs without any proprietary restrictions.
  • Advanced Technology: Utilize cutting-edge tools such as electronic delivery systems, online platforms, and mobile applications to enhance efficiency and facilitate seamless transactions.
Atria Wealth Solutions prides itself on being a member-focused financial cooperative, dedicated to serving a diverse clientele across the region. Our legacy is built on a foundation of advocacy for our members and a commitment to local service.

Ideal candidates should possess:
  • Licenses and Registrations: FINRA Series 7 or 66 (preferred) and an Insurance license.
  • Clean U-4 and Background Check.
  • A minimum of two years of sales experience in the financial services sector, ideally within a banking or credit union environment.
  • Certified Financial Planner designation (CFP) is preferred.
Atria Wealth Solutions offers its Advisors a robust support system, including a dedicated back-office team, advanced technology solutions, and a proprietary client information database.

Representatives are employed and registered through Atria Wealth Solutions.

EOE

Relevant Keywords: Financial Consultant, Investment Advisor, Retirement Specialist, Wealth Management, Financial Services, Certified Financial Planner, Asset Management, Investment Solutions.