Investment Consultant

2 weeks ago


Raleigh, North Carolina, United States Atria Wealth Solutions Full time

Atria Wealth Solutions is currently in search of a dedicated Investment Consultant to deliver retirement and investment solutions to our clientele. As a key member of our team, you will leverage your sales expertise and interpersonal skills to assist clients in identifying their financial aspirations and requirements.

In this role, you will:

  • Develop and execute a comprehensive business strategy while ensuring a strong presence in assigned locations.
  • Utilize our established sales methodology to engage with clients, assess their financial objectives, and create tailored recommendations for suitable insurance and investment products.
  • Maintain client relationships through regular annual reviews to discuss their evolving goals and needs.
  • Build partnerships with community organizations to enhance visibility and drive business outcomes.
  • Conduct educational seminars at various locations to inform clients about financial strategies.
  • Collaborate with fellow advisory team members and support staff to address client needs effectively.

To excel in this position, you should possess:

  • A self-driven attitude with a passion for setting and achieving personal goals.
  • A genuine enthusiasm for meeting new individuals and fostering meaningful relationships.
  • A commitment to resolving client concerns and delivering satisfactory outcomes.
  • A keen interest in advising clients on financial matters and staying updated on industry trends.

Qualifications:

  • A minimum of five years of experience in sales or advisory roles within the financial services sector.
  • A bachelor’s degree in Business, Finance, or a related field, or equivalent professional experience.
  • Relevant securities licenses (e.g., FINRA series 7, 63/65 or 66).
  • State-specific insurance licenses.
  • CFP designation is preferred.

Inclusivity Commitment: Atria Wealth Solutions is dedicated to fostering a diverse and inclusive workplace where every team member feels valued and empowered to contribute their unique perspectives.


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