Investment Services Coordinator

4 days ago


League City, Texas, United States Atria Wealth Solutions Full time
About the Role
We are seeking an experienced 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:
  1. Exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
  2. A strong background in financial planning and analysis, with experience in creating and implementing investment strategies.
  3. A proven track record of meeting or exceeding sales targets, with a focus on growing existing business and identifying new opportunities.
  4. Knowledge of various investment products and services, including stocks, bonds, mutual funds, and retirement accounts.

Compensation
The estimated salary for this position is $90,000 - $120,000 per year, depending on experience and qualifications.

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