Financial Services Specialist

5 days ago


Raleigh, North Carolina, United States Atria Wealth Solutions Full time

Atria Wealth Solutions is seeking a Financial Services Specialist to provide retirement and investment services to its member base in the Raleigh, NC area. This is a full-time position with an estimated annual salary of $80,000 - $110,000.

Job Overview

The successful candidate will be responsible for identifying clients' financial needs and goals, analyzing data, and preparing recommendations for insurance and investment products. They will also develop business plans, implement sales processes, and cultivate relationships with SEGs and community associations.

Key Responsibilities:
  • Developing and implementing annual business plans to ensure high visibility in assigned branches
  • Using approved sales processes to meet with members, identify their financial needs and goals, and prepare recommendations for insurance and investment products
  • Retaining clients by meeting with them annually to review their goals, needs, and product updates
  • Cultivating relationships with SEGs and community associations to enhance visibility and business results
Requirements

To be successful in this role, you must have five years of sales or advisory experience in the securities brokerage, advisory, or insurance fields. A four-year degree in Business, Finance, or Insurance is required, as well as FINRA series 7, 63/65 (or 66) licenses and NC Life, Long-term Care Insurance, and Medicare Supplement licenses. CFP certification is preferred.



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