Investment Program Manager

2 weeks ago


Pembroke Pines, Florida, United States Atria Wealth Solutions Full time
Wealth Solutions Consultant

Atria Wealth Solutions is looking for a Wealth Solutions Consultant to help drive the growth of their investment program. The successful candidate will be responsible for identifying and evaluating customer needs for financial services, developing an investment strategy, and implementing it accordingly. They will also stay up-to-date on market conditions and educate themselves about financial and investment vehicles in the market.

Key responsibilities include:
  • Providing exceptional service to all members/clients and promoting the investment program to internal partners and an external network you develop.
  • Developing and maintaining strong relationships with clients and prospects.
  • Conducting client workshops/seminars on various topics such as Social Security, Education planning, Retirement planning, etc.


Estimated Salary: $90,000 - $120,000 per year.

Atria Wealth Solutions offers a competitive salary and benefits package to attract and retain top talent.

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