Financial Advisor

2 weeks ago

Greensboro NC USA, United States Atria Wealth Solutions Full time
Job Title: Financial Advisor

A highly skilled and experienced Financial Advisor is sought to join our team at Atria Wealth Solutions. The ideal candidate will have a strong background in financial planning and analysis, with the ability to provide expert advice to clients on investment and insurance products.


Key Responsibilities:

  • Presents a professional image and cultivates strong working relationships with clients, colleagues, and other key stakeholders.
  • Implements key elements of yearly marketing plans in daily work efforts, consistently generating a minimum of 15-20 appointments per week with clients through proactive outreach and successful marketing efforts.
  • Follows established securities and insurance compliance guidelines, and strictly adheres to all company, TFA, and broker-dealer policies where appropriate.
  • Follows established policies and procedures of ethical market conduct, conducting business according to high standards of honesty, fairness, and integrity.
  • Meets or exceeds minimum budgeted GDC and/or new assets invested goals established for the position on a monthly as well as yearly basis as defined by the Minimum Production Guidelines (MPGs) and incentive plan.

Requirements:

  • Must have excellent communication skills in English, both verbal and written.
  • Must have a consistent record of meeting/exceeding compliance inspections and keeping high overall business integrity standards, including a Clean U-4.
  • Must have advanced skills with MS Office, including Excel, Word, PowerPoint, and Outlook.
  • Must be able to deliver services and make presentations through remote technologies such as WebEx, conference calling, and delivering documents through DocuSign.
  • Must hold the following FINRA Registrations in good standing: Series 63, 65 or 66 and Series 7 (required within 90 days of employment for new hires).
  • Must have a history of progressively more successful sales success as determined by growth in both GDC and placing assets under management.
  • Must obtain Life/Health insurance licenses within 90 days of employment.
  • Must be able to effectively implement/leverage technology and all other available investment tools and resources to provide member-clients with an exceptional experience on a consistent basis.
  • Must have the ability to understand all business processes within the credit union.
  • Must be detail-oriented, with excellent time management and organizational skills.
  • Must be able to work in a general office environment.
  • Must be flexible and able to shift resources and priorities as required.
  • Must be able to complete all assignments with minimal supervision.
  • Must place all trades within compliance guidelines and not subject the company to potential trade-related losses.
  • Familiarity with investor programs is required.
  • Should possess a strong commitment to providing excellent service to Atria Wealth Solutions members.

Education and Background:

  • Associate/Bachelor's Degree preferred, or equivalent combination of education/experience from which comparable knowledge and abilities have been acquired.
  • 3-5 years financial services sales experience required.
  • LUTCF, CLU, ChFC, CRPC, or CFP designation or working towards the completion of one of these programs is preferred.

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