Financial Services Professional

3 weeks ago


League City, Texas, United States Atria Wealth Solutions Full time
About the Role

We are seeking a highly skilled Financial Advisor to join our team in the Galveston, League City, and Houston areas. As a Financial Advisor, you will be responsible for providing members, non-members, and UFCU employees with financial and retirement planning services.

Key Responsibilities
  • Provide investment advice and recommend appropriate financial solutions to clients.
  • Communicate information about risks, attributes, features, and benefits of investment products and services.
  • Conduct seminars and workshops on financial and retirement topics.
  • Prospect for clients internally and externally through client referrals, networking, and existing members.
  • Identify opportunities to expand member relationships.
  • Consistently follow up on leads elicited through growth generating activities.
  • Provide personalized investment services by meeting with members, non-members, and employees to acquire a full understanding of their financial objectives.
  • Analyze financial information and develop a diversified investment strategy using a wide range of products to meet the members' goals.
  • Advise clients with investment relationships on asset allocation and portfolio construction.
  • Fully understand production expectations and consistently meet or exceed monthly sales quotas.
  • Seek appropriate guidance and coaching from Investment Advisors and Senior Investment advisors.
Requirements
  • High School Diploma or equivalent required.
  • Minimum of three (3) years of related experience required.
  • FINRA Series 7, 66 or 63/65 combination licenses required.
  • Life and Health Insurance Licenses required.
  • Must be bondable.
What We Offer

We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about providing exceptional service to our members, we encourage you to apply.



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