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Financial Services Representative

1 month ago

Zephyrhills, Florida, United States Atria Wealth Solutions Full time

Job Title: Financial Services Representative

Job Summary:

We are seeking a highly motivated and experienced Financial Services Representative to join our team at Atria Wealth Solutions. As a Financial Services Representative, you will be responsible for providing exceptional customer service and financial guidance to our clients.

Key Responsibilities:

  • Assess clients' financial goals and needs to develop personalized financial plans
  • Provide investment advice and recommendations to clients
  • Build and maintain strong relationships with clients to ensure their financial needs are met
  • Stay up-to-date with industry trends and developments to provide the best possible service to clients

Requirements:

  • Minimum of 3 years of experience in a financial services role
  • FINRA Series 7 and 63 licenses required
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment

How to Apply:

If you are a motivated and experienced Financial Services Representative looking for a new challenge, please submit your application, including your resume and a cover letter, to [insert contact information].