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Investment Consultant Associate
2 months ago
Supporting the Financial Aspirations of Clients
About Atria Wealth Solutions
Become a part of Atria Wealth Solutions, a client-centric financial services organization committed to empowering individuals to achieve their financial objectives. With a strong presence in the industry, we prioritize the well-being of our clients and aim to make a significant difference in their financial journeys.
Join Our Expanding Team
If you have a passion for guiding others towards their financial success, Atria Wealth Solutions is looking for an Investment Consultant Associate to deliver retirement and investment guidance to our clientele. This role presents a unique opportunity to collaborate with seasoned professionals and enhance your client base.
Key Responsibilities
- Deliver tailored investment recommendations to clients
- Advise on financial products that align with client requirements
- Inform clients about various investment alternatives
- Work in conjunction with branch leadership to assist clients
- Participate in client consultations and manage documentation
- Keep client records updated and adhere to industry standards
- Report to the Program Manager as necessary
- Address investment inquiries from branch referrals
Qualifications
- Possession of active FINRA SIE, Series 7, 66, and California Insurance License
- Experience in the financial services sector
- Client-oriented with excellent communication abilities
- Detail-focused and competitive mindset
Compensation Package
We provide a competitive base salary along with performance-based commissions. Our comprehensive benefits package includes health, dental, vision, and life insurance, a 401(k) plan with employer contributions, discounts on loan products, and additional perks.
Become Part of Our Team
If you are interested in exploring this opportunity, we encourage you to submit your resume for consideration. Atria Wealth Solutions is an Equal Opportunity Employer dedicated to fostering diversity in the workplace.
About Our Partner Firm
Our partner firm is a prominent broker-dealer and RIA focused on serving credit unions and their members. With an emphasis on wealth management and innovative solutions, we strive to provide a clear pathway to financial success for our clients. Join us in redefining the landscape of wealth management.
