Investment Consultant at Atria Wealth Solutions
2 weeks ago
Atria Wealth Solutions is currently seeking a Licensed Financial Advisor to deliver comprehensive retirement and investment services. This role is crucial as we expand our investment program to meet the growing financial planning demands of our clientele.
As a part of our team, you will benefit from numerous advantages:
- Established Leads: Collaborate with our branch personnel to access warm leads, referrals, and a strong reputation within the community.
- Vast Potential: Leverage the extensive member base to identify and engage new clients.
- Flexible Product Offerings: Provide recommendations and sell products that best align with your clients' needs without being restricted to proprietary options.
- Advanced Technology: Utilize state-of-the-art technological tools, including electronic delivery systems and mobile applications, to enhance efficiency and streamline business transactions.
Ideal candidates should possess:
- Licenses and Registrations: FINRA Series 7 or 66 (preferred) and an Insurance license.
- A 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.
Representatives are employed and registered through Atria Wealth Solutions.
EOE
Relevant Keywords: Financial Consultant, Investment Advisor, Wealth Management, Retirement Planning, Estate Planning, Asset Management, Financial Services, Series 7, Series 6.
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