Investment Consultant

1 week ago


Riverside, California, United States Atria Wealth Solutions Full time
Position Overview

Atria Wealth Solutions is seeking a dedicated Financial Advisor to manage an established portfolio and deliver comprehensive investment and retirement planning services. This role is crucial in enhancing the financial well-being of our clients.

Key Responsibilities
  • Assess and analyze client needs for financial services, establishing their objectives and crafting tailored investment strategies.
  • Stay informed on market trends and continuously educate oneself on financial products, ensuring clients receive the most relevant advice.
  • Facilitate integration initiatives within the financial program, collaborating with branch personnel to promote referral opportunities.
  • Conduct regular reviews of client accounts, meeting with clients to ensure their investment goals are on track.
  • Engage with the community to attract potential clients, hosting workshops on various financial topics.
Required Qualifications
  • Possession of active Series 7 and 63/65 (or 66) licenses, along with Life, Accident & Health licenses.
  • Clean U-4 and background check.
  • A minimum of two to three years of sales experience in the financial services sector, ideally within a banking or credit union environment.
  • Exceptional verbal and written communication skills to provide outstanding service and promote the investment program effectively.
  • A strong commitment to fostering a collaborative team culture.
Desired Qualifications
  • Bachelor's degree in Business, Finance, or a related discipline.
  • Certified Financial Planner (CFP) designation.
  • Proven experience in delivering high-quality service in a financial institution.
  • Ability to perform at an advanced level with minimal supervision.
  • Bilingual in English and Spanish is preferred but not mandatory.

Atria Wealth Solutions is committed to providing exceptional financial services and fostering a supportive environment for our advisors. We pride ourselves on our stability and dedication to meeting the investment needs of our clients.


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