Wealth Management Specialist

1 week ago


Weatherford, Texas, United States Atria Wealth Solutions Full time
Wealth Management Opportunity

Atria Wealth Solutions is seeking an experienced Financial Advisor to join our team. In this role, you will have the opportunity to work with credit union members to help them achieve their financial goals.


Compensation Package: $100,000 - $150,000 per year
Your Key Responsibilities Will Include:
  • Identifying and evaluating customer needs for financial services
  • Developing and implementing personalized investment strategies
  • Providing ongoing support and guidance to clients to ensure their investment objectives are being met
  • Working collaboratively with credit union staff to drive business growth and expand our services

What We're Looking For:
  • Proven sales experience in the financial services industry
  • Strong understanding of financial and investment products
  • Excellent communication and interpersonal skills

About Atria Wealth Solutions

Atria Wealth Solutions is a leading provider of wealth management services to credit unions and their members. We offer a comprehensive range of financial planning, retirement, investment, and insurance solutions designed to help our clients achieve their financial goals.



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