Financial Planning Specialist
3 weeks ago
Atria Wealth Solutions is a leading financial services provider committed to delivering exceptional investment solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through tailored investment strategies.
Job Summary
We are seeking a highly motivated Financial Advisor to join our team in the Galveston, League City, and Houston areas. As a key member of our team, you will be responsible for providing personalized investment advice and services to our clients, ensuring they receive expert guidance on managing their wealth effectively.
Responsibilities
Our ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. Key responsibilities include:
- Conducting comprehensive financial assessments to identify clients' investment objectives and risk tolerance.
- Developing and implementing customized investment plans that align with clients' needs and goals.
- Providing ongoing portfolio management and monitoring to ensure optimal investment performance.
- Maintaining up-to-date knowledge of market trends and economic conditions to inform investment decisions.
Requirements
To succeed in this role, you will need:
- A minimum of three (3) years of related experience in financial services.
- FINRA Series 7, 66 or 63/65 combination licenses.
- Life and Health Insurance Licenses.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills, with a proven track record of building strong client relationships.
Compensation
The estimated salary for this position is $85,000 - $110,000 per year, depending on experience and qualifications.
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