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Investment Consultant
2 months ago
Atria Wealth Solutions is looking for an Investment Consultant to deliver exceptional financial services to our clients.
Position Overview
As an Investment Consultant, you will provide insightful analysis and strategic guidance to both individuals and businesses, assisting them in making informed investment choices. Your role will involve recommending tailored financial solutions that align with clients' short-term and long-term objectives. You will be responsible for preparing and presenting comprehensive financial strategies, which may encompass portfolio evaluations, asset growth plans, retirement and estate planning, as well as asset distribution strategies.
Key Responsibilities
- Achieve personal and team sales targets by collaborating with various departments to generate quality referrals.
- Inspire, educate, and mentor team members to actively seek out potential clients.
- Engage in outreach efforts to connect with non-member individuals and businesses.
- Promote a range of financial products and services, ensuring a balanced approach to client needs.
- Assist clients with retirement planning, educational funding, and investment options, while addressing their loan and deposit requirements.
- Maintain a thorough understanding of all products and services offered by Atria Wealth Solutions.
Qualifications
To succeed in this role, candidates should possess a Bachelor's degree in Finance or Business (or equivalent experience). A minimum of 5 years of proven experience in delivering personal investment solutions is required, with at least 1 year spent in a financial services environment.
Licensing Requirements
Successful candidates will hold the following licenses: Series 7, Series 66, Life, Accident, and Health Insurance Licenses, along with any state-specific securities and investment licenses.
Additional Information
Atria Wealth Solutions is committed to providing a diverse and inclusive workplace. We value the contributions of all employees and are dedicated to fostering a culture of respect and collaboration.
