Financial Services Representative

3 days ago


Corning, New York, United States Atria Wealth Solutions Full time
Job Title: Financial Advisor Associate

We are seeking a highly motivated and detail-oriented Financial Advisor Associate to join our team at Atria Wealth Solutions. As a Financial Advisor Associate, you will play a critical role in providing exceptional customer service and support to our clients.

Key Responsibilities:
  • Work closely with registered representatives to assign servicing and transition client bases.
  • Conduct regular reviews with assigned clients to monitor progress towards their financial goals.
  • Serve as the broker of record for select member client accounts.
  • Process paperwork and trades for assigned clients.
  • Send review letters to assigned clients.
  • Handle routine member inquiries and provide exceptional customer service.
  • Set up and maintain client files in accordance with FINRA compliance standards.
  • Keep all securities and insurance licenses current through successful completion of Continuing Education Requirements.
  • Complete weekly reports of contacts made.
  • Input financial planning data into financial planning software as needed.
  • Provide research information to registered representatives as needed.
  • Service branch referrals for members with investment needs.
Requirements:
  • Minimum completion of an Associate degree in finance, business, or a related field.
  • Minimum 3 years' experience in the financial services field. Related member service experience is helpful.
  • Proficient in MS applications such as Word, PowerPoint, and Excel.
  • Working knowledge of financial institution products and services, as well as life insurance, annuity, and securities products.
  • Possess Series 7, 63, and 65, Life, Accident, and Health Insurance licenses.
  • Excellent communication and problem-solving skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Strong organizational and time management skills.
  • Ability to maintain confidentiality and handle sensitive information.
What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about providing exceptional customer service, we encourage you to apply for this exciting opportunity.

Atria Wealth Solutions is an equal opportunity employer.



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