Financial Services Representative
3 days ago
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.
- 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.
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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