Financial Services Representative

1 day ago


FL United States Atria Wealth Solutions Full time
Job Summary

We are seeking a highly skilled Financial Services Representative to join our team at Atria Wealth Solutions. As a key member of our investment program, you will be responsible for providing exceptional service to our clients, identifying their financial needs, and developing personalized investment strategies to meet their goals.

Key Responsibilities
  • Conduct thorough financial needs assessments to identify opportunities for growth and improvement
  • Develop and implement customized investment plans to meet client objectives
  • Stay up-to-date on market trends and conditions to provide informed advice to clients
  • Collaborate with internal teams to drive business growth and development
  • Provide exceptional customer service to ensure client satisfaction and loyalty
Requirements
  • Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses
  • Clean U-4 and Background
  • Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
  • Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop
  • Commitment to supporting, and contributing to, a team-oriented culture
About Us

Atria Wealth Solutions is a leading provider of investment services to credit unions and their members. We are committed to delivering exceptional service and support to our clients, and we are seeking a talented Financial Services Representative to join our team.

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there.



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