Investment Consultant
1 week ago
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.
- 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.
- 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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Investment Consultant
2 weeks ago
Riverside, California, United States Atria Wealth Solutions Full timePosition OverviewAtria Wealth Solutions is in search of a dedicated Financial Advisor to manage an established portfolio and deliver comprehensive investment and retirement planning services to our valued clients.Atria Wealth Solutions prides itself on maintaining a robust financial foundation, with a commitment to offering exceptional financial and...
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Investment Consultant
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Riverside, California, United States Atria Wealth Solutions Full timePosition OverviewAtria Wealth Solutions is actively seeking a Financial Advisor to manage an established portfolio and deliver comprehensive investment and retirement planning services. This role is essential in providing our clients with the financial guidance they need to achieve their long-term objectives.Key ResponsibilitiesClient Needs Assessment:...
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