Atria Wealth Solutions
For financial institutions and independent advisors, only Atria delivers a clear path to the future of wealth management
Independent Broker/Dealer • Independent Advisors • Financial Services • Financial Planning • Wealth Management Firm Growth Consultants
201 - 500
Financial Advisor
June 26
🏡 Remote – Anywhere in California
Atria Wealth Solutions
For financial institutions and independent advisors, only Atria delivers a clear path to the future of wealth management
Independent Broker/Dealer • Independent Advisors • Financial Services • Financial Planning • Wealth Management Firm Growth Consultants
201 - 500
Description
• Identify and evaluate customer needs for financial services • Develop investment strategies based on individual objectives and goals • Stay current with market conditions and investment vehicles • Attend training and complete required continuing education • Meet regularly with Program Manager and drive investment initiatives
Requirements
• Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses • Two or more years of sales experience in the financial services industry, preferably in a bank or credit union • Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop • Commitment to supporting, and contributing to, a team-oriented culture
Benefits
• Competitive salary • Health benefits package • Life insurance • Retirement savings plan • Flexible spending account
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