Investment Services Professional
6 days ago
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.
- 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.
$90,000 - $120,000, based on experience and qualifications.
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