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Wealth Management Consultant

2 months ago

Leavenworth, Kansas, United States Atria Wealth Solutions Full time
Join Our Esteemed Financial Team

Atria Wealth Solutions is seeking a talented Wealth Management Consultant to enhance our team.

Why Consider This Opportunity?

  • Access to Quality Leads: Work closely with branch personnel to receive quality leads and referrals, building on established trust.
  • Vast Potential: Leverage the credit union's member network to engage with prospective clients.
  • Customized Solutions: Offer personalized financial strategies tailored to meet the unique objectives of clients.
  • Supportive Environment: Benefit from accessible leadership and innovative technology designed to foster your professional growth.

About Atria Wealth Solutions:

We are a distinguished broker-dealer and Registered Investment Advisor (RIA) with a strong history of serving credit unions and their members. Our innovative strategies and advanced technology distinguish us in the financial services sector.

Qualifications We Seek:

  • Possession of FINRA Series 7, 63/65 (or 66) and Insurance licenses is required.
  • A clean U-4 and successful background verification.
  • A minimum of two years of sales experience in the financial services industry.
  • CFP designation is advantageous.

If you are a committed financial expert eager to contribute to a successful team, we encourage you to explore this opportunity.

Key Skills: Wealth Management Consultant, Certified Financial Planner, Investment Services, Retirement Planning, Financial Advisory, and more.

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