What are the responsibilities and job description for the Investment Services Advisor position at Atria Wealth Solutions?
About the Role
This Financial Advisor position offers a unique opportunity to join a dynamic team at Atria Wealth Solutions. As a key contributor to our organization's success, you will have the chance to make a real difference in the lives of our clients and drive business growth through your expertise and dedication.
Responsibilities
- Build and maintain relationships with existing clients, identifying opportunities to expand their financial portfolios
- Collaborate with internal teams to design and deliver tailored financial solutions that meet clients' needs
- Stay informed about market trends and developments, applying this knowledge to inform strategic decisions and recommendations
- Participate in ongoing professional development to enhance technical knowledge and stay current with industry standards
Requirements and Preferences
- At least 2 years of experience in financial services or a related field
- Proven track record of success in sales and customer service
- Knowledge of financial products, such as insurance and investments
- Certifications such as Series 7, 63/65 (or 66), Life and Health Insurance licenses, and/or Certified Financial Planner (CFP) designation a plus
