Sales and Service Associate

4 days ago


Williston, Florida, United States Atria Wealth Solutions Full time
About the Position

We are currently seeking a highly skilled Sales and Service Associate to join our team at Atria Wealth Solutions. This role offers an exciting opportunity to develop your skills in a dynamic and fast-paced environment.

About Our Team

  • We are a collaborative and supportive team dedicated to delivering exceptional customer service.
  • We offer a comprehensive training program to ensure our employees have the necessary skills to succeed.

Key Responsibilities

  • Supporting Financial Advisors in client service activities
  • Processing paperwork and coordinating business development activities
  • Contributing to sales efforts if licensed
  • Possessing solid product knowledge of financial products and services

Requirements

  • A minimum 2 years of experience in a support, sales, or administrative capacity in a financial service or sales environment
  • Excellent organizational and communication skills
  • College Degree preferred

The estimated salary for this role is $55,000 - $70,000 per year, depending on experience. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply.



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