Investment Sales Assistant

3 weeks ago


Williston, North Dakota, United States Atria Wealth Solutions Full time
Job Title: Investment Sales Assistant

At Atria Wealth Solutions, we are seeking a highly skilled Investment Sales Assistant to join our team. As an Investment Sales Assistant, you will play a critical role in supporting our Financial Advisors in delivering exceptional service to our clients.

Key Responsibilities:
  • Provide administrative support to Financial Advisors, including coordination of client meetings, preparation of sales materials, and maintenance of client records.
  • Assist in the development and implementation of sales strategies, including market research and competitor analysis.
  • Support the Financial Advisors in the preparation of sales presentations, proposals, and other marketing materials.
  • Assist in the coordination of events, conferences, and other business development activities.
  • Provide exceptional customer service to clients, responding to their inquiries and resolving any issues in a timely and professional manner.
Requirements:
  • Minimum 2 years of experience in a sales or administrative role in a financial services environment.
  • Excellent organizational and communication skills, with the ability to work effectively in a fast-paced environment.
  • College degree preferred, with a focus on business, finance, or a related field.
  • Series 7 and 63 FINRA licenses a plus, with the ability to obtain licenses as required.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development, including training and mentorship programs.
  • A dynamic and supportive work environment, with a team of experienced professionals.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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