Financial Advisor Associate

February 29

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Atria Wealth Solutions

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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

• Assign servicing and transitioning client base • Conduct regular client reviews • Serve as broker of record for client accounts • Contact assigned clients and schedule goal review appointments • Process paperwork and trades • Maintain client files in compliance with FINRA standards • Keep licensing current through Continuing Education • Input financial planning data • Provide research information to representatives • Service branch referrals for investment needs

Requirements

• Minimum Associate degree in finance or related field • 3 years' experience in financial services • Proficiency in MS applications • Knowledge of financial products and services • Ability to obtain Series 7, 63 and 65, Life, Accident and Health Insurance licenses • Strong math aptitude, communication skills, decision-making skills, computer literacy, and organizational skills • Valid driver's license

Benefits

• Opportunity to partner with a seasoned financial advisor • Development of necessary skills to grow into a Financial Advisor • Defined branch territory within 2-4 years