Financial Advisor
2 days ago
We are seeking a highly skilled and experienced Financial Advisor to join our team at Atria Wealth Solutions. As a key member of our team, you will be responsible for providing exceptional financial advisory services to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored investment solutions to meet their objectives.
- Financial Planning and Analysis: Conduct thorough financial planning and analysis to determine the most suitable investment products and strategies for clients, ensuring alignment with their risk tolerance and financial goals.
- Investment Product Recommendations: Provide clients with expert advice on investment products, including securities and insurance products, to help them achieve their financial objectives.
- Portfolio Management: Manage client portfolios, ensuring they are aligned with their investment objectives and risk tolerance, and making adjustments as needed to optimize returns.
- Compliance and Regulatory Requirements: Ensure adherence to all relevant regulatory requirements, including FINRA and SEC regulations, and maintain a clean U-4 record.
- Business Development: Identify new business opportunities, build relationships with key stakeholders, and develop strategies to drive business growth.
- Education and Experience: Bachelor's degree in a related field, such as finance or business, and 3-5 years of experience in financial services sales.
- FINRA Registrations: Hold Series 63, 65 or 66, and Series 7 registrations, with the ability to obtain Life/Health insurance licenses within 90 days of employment.
- Skills and Abilities: Excellent communication and interpersonal skills, with the ability to work with clients at all levels, from senior managers to front-line employees. Strong analytical and problem-solving skills, with the ability to deliver services and make presentations through remote technologies.
Atria Wealth Solutions offers a dynamic and supportive work environment, with opportunities for professional growth and development. We provide a competitive compensation package, including a base salary, commissions, and benefits.
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Financial Advisor
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Financial Advisor
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Greensboro, United States First Horizon Advisors, Inc. Full timeLocation: On site at the location listed in job posting. Summary We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with...
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