Financial Services Consultant

5 days ago

Reston, Virginia, United States Atria Wealth Solutions Full time
Job Title: Financial Advisor I

At Atria Wealth Solutions, we are seeking a highly motivated and experienced Financial Advisor I to join our team. As a Financial Advisor I, you will be responsible for providing exceptional financial consulting services to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Administer and document basic account activity and execution per company process and procedures and regulatory requirements.
  • Conduct periodic review of accounts to communicate account status, explain activities, and keep clients aware of new offerings.
  • Develop a beginning pipeline of internal/external referral sources in compliance with company policies and procedures and guidelines.
  • Establish, maintain, and develop basic business relationships with clients and internal/external sources in assigned territory, moving towards more complex relationships as experience is gained.
  • Execute customer and broker purchase/sales orders of securities for current/new clients.
  • Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/industry shift to managed assets and align with client needs.
  • Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business.
  • Under some supervision, proactively remain current with research legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting clients and/or business environment.
  • Monitor accounts to ensure accurate processing, identifies discrepancies, errors/concerns, and take remedial actions.
  • Monitor, track, and report performance of individual sales plans and assigned strategies.
  • Participate in development and implementation of new/enhanced processes and financial planning.
  • Participate in on-site audits of registered duties, documentation, and processes in order to comply with company standards and regulatory agencies.
  • Perform in-depth on-going research to acquire new accounts in assigned territory to increase market share.
  • Plan/conduct life insurance and investment seminars and initiates cross marketing for clients and prospects to grow market penetration of company product services.
  • Prepare standard/special reports required by regulatory agencies, participates in industry and/or internal audits under some supervision.
  • Provide basic investment consultation related to investment products, life insurance services, and related quotes, document preparation, and required regulatory filings.
  • Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks, bonds, annuities, mutual funds, managed accounts, and related securities.
Qualifications:
  • Basic understanding of economic and accounting principles and practices, financial markets, banking, and analysis and reporting of financial data.
  • Basic knowledge of investment and insurance products.
  • Basic knowledge to interpret industry-related laws and government regulations.
  • Experience in business development to include market strategy, product demonstration, and promoting products and services.
  • Basic experience consulting with customers to access their financial status and identify investment needs.
  • Basic experience working as an adult facilitator, trainer, development coach, and/or internal consultant.
  • FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire).
  • Appointment by the sponsoring insurance company, broker-dealer, and/or Registered Investment Advisory Firm.
  • Willingness to pursue CFP, ChFC, or CLU designation after one year of successful employment.
  • Strong analytical, decision-making, problem-solving, and organization skills.
  • Skill exercising initiative and using good judgment to make sound decisions under some supervision and direction.
  • Strong interpersonal, verbal, and written communications skills.
  • Effective planning, organizational, time management, and problem-solving skills.
  • Effective skill building effective relationships through rapport, trust, diplomacy, and tact.
  • Effective skill exercising initiative and using good judgment to make sound decisions.
  • Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely.
  • Effective skill to influence, negotiate, and persuade to reach agreeable exchange and positive outcomes.
  • Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software tools.
Desired Qualifications:
  • Bachelor's degree in Business Administration, Finance, or Management or related discipline or related professional experience.
  • In pursuit of designations e.g., CFP, ChFC, CLU.
  • Advanced knowledge of company functions, philosophy, operations, and organizational objectives.

Hours: Monday - Friday, 8:30-5:00 EST regardless of employee time zone.

Location: 1821 Fountain Dr, Reston, Virginia 20190

Salary: $55,000-$75,000 annually (Base Pay + Variable Compensation Pay + Annual Incentive)

About Us: Atria Wealth Solutions provides a meaningful career experience, including a culture that is energized, engaged, and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Equal Employment Opportunity: Atria Wealth Solutions values, celebrates, and enacts diversity in the workplace. Atria Wealth Solutions takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans. EOE/AA/M/F/Veteran/Disability

Hybrid Workplace: Atria Wealth Solutions Credit Union is a hybrid workplace, and details will be discussed during your interview process.

Disclaimers: Atria Wealth Solutions reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Atria Wealth Solutions assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location, and market position.

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