Investment Services Professional

6 days ago


Cincinnati, Ohio, United States Atria Wealth Solutions Full time
Investment Services Professional

Atria Wealth Solutions is seeking a dedicated Investment Services Professional to provide high-quality retirement and investment services to our member base in the Cincinnati, OH area.

Responsibilities
  • Assess customer needs for financial services and create tailored investment strategies.
  • Analyze market data, stay up-to-date on trends, and inform clients about relevant financial information.
  • Promote CFS services through workshops and seminars, engaging potential clients and building relationships.
  • Work closely with credit unions and banks to integrate investment services and grow business.
  • Provide regular portfolio reviews and adjustments to meet client goals.
Requirements
  • Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses.
  • Clean U-4 and Background checks.
  • Minimum two years of sales experience, preferably in the financial services industry.
  • Excellent communication and interpersonal skills to work with diverse clients.
  • Experience working with broker-dealer technology and CRM systems.
Estimated Annual Salary

$90,000 - $120,000, based on experience and qualifications.



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