Financial Services Associate

2 days ago


Trenton, New Jersey, United States Atria Wealth Solutions Full time
Job Overview

We are seeking a highly motivated and detail-oriented Financial Advisor Associate to join our team at Atria Wealth Solutions. As a key member of our team, you will be responsible for providing exceptional service to our clients, assisting with financial planning and investment services, and working closely with our registered representatives to ensure seamless client experiences.

Key Responsibilities
  • Assist with client onboarding and account setup, ensuring accurate and timely completion of all necessary paperwork and documentation.
  • Conduct regular reviews with assigned clients to monitor progress toward their financial goals and provide personalized recommendations for investment and retirement planning.
  • Process trades and transactions for assigned clients, ensuring accuracy and attention to detail.
  • Develop and maintain strong relationships with clients, responding to their inquiries and concerns in a timely and professional manner.
  • Collaborate with our back-office support team to ensure efficient and effective processing of client transactions and account maintenance.
  • Stay up-to-date on industry developments and regulatory requirements, ensuring compliance with all relevant laws and regulations.
Requirements
  • Associate's degree in finance, business, or a related field required.
  • Minimum 3 years' experience in the financial services industry, with a focus on client service and account management.
  • Proficient in MS Office applications, including Word, Excel, and PowerPoint.
  • Strong analytical and problem-solving skills, with the ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Series 7, 63, and 65 licenses required, with the ability to obtain additional licenses as needed.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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