Investment Portfolio Manager

1 week ago


Pensacola, Florida, United States Atria Wealth Solutions Full time
Job Summary

We are seeking a highly skilled Financial Services Professional to join our team at Atria Wealth Solutions. As an Investment Advisor, you will play a critical role in providing expert financial consulting services to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Financial Planning and Analysis: Provide in-depth financial planning and analysis to clients, identifying areas for improvement and developing tailored investment strategies to meet their needs.
  • Investment Product Recommendations: Recommend and implement investment products and services that align with clients' financial goals and risk tolerance.
  • Account Management: Manage client accounts, ensuring accurate and timely processing of transactions, and providing exceptional customer service.
  • Market Research and Analysis: Stay up-to-date with market trends and analysis, identifying opportunities for growth and advising clients on investment decisions.
  • Client Communication: Develop and maintain strong relationships with clients, providing regular updates and guidance on their investment portfolios.
Requirements
  • Education and Experience: Bachelor's degree in a related field, such as finance, economics, or business, and a minimum of 2 years of experience in financial services.
  • Industry Designations: Possess or be willing to obtain industry-recognized designations, such as CFP or CFA.
About Us

Atria Wealth Solutions is a leading provider of financial services, committed to delivering exceptional client experiences and innovative investment solutions. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.



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