Search the 26 jobs at Atria Wealth Solutions

Seeking a Sales Assistant to provide member service and sales support for the Investment & Insurance Services group at Patelco Credit Union in Sacramento, CA. Responsibilities include coordinating with Financial Advisors, conducting research on client information, preparing documents, scheduling appointments, and fostering client relationships.

The Financial Advisor will provide financial and retirement planning services to members, collaborate with clients to understand their financial objectives, and recommend suitable investment solutions. This role includes conducting educational seminars, prospecting for new clients, and maintaining strong relationships with both members and internal employees.

The Account Specialist will review and process new account information, manage account maintenance updates, and handle inquiries and documents using the Unio and ZenDesk platforms while ensuring adherence to stated SLA’s.

The Financial Advisor will provide investment and insurance services to members, develop investment strategies, conduct regular reviews of client accounts, and educate clients on financial planning. The advisor will work closely with credit union branches to enhance the investment program and identify client needs.

The Financial Advisor at STCU provides retirement and investment services by assessing the financial objectives of clients, developing personalized investment strategies, and maintaining long-term relationships. This role requires working closely with clients to help them achieve their financial goals while meeting production and service targets.

Seeking a Financial Advisor Associate to provide retirement and investment services to members of Patelco Credit Union in San Jose, CA and surrounding areas. Responsibilities include providing investment advice, recommending financial products, educating clients, and working closely with branch manager and credit union employees. Qualified candidates must have active FINRA SIE, Series 7, Series 66 (or 63 and 65), California Insurance License, and financial services industry experience. Must be client-focused and an excellent listener.

As a Financial Advisor, you will assess customer financial needs, develop investment strategies, conduct regular account reviews, deliver client workshops and ensure the promotion of investment programs. Strong communication skills and team collaboration are essential, along with maintaining licenses and staying informed on market conditions.

Seeking a Financial Advisor to provide expertise on retirement planning and investment services to members and non-members. Responsibilities include analyzing financial data, developing financial plans, conducting annual reviews, and educating clients through seminars and workshops. Must maintain compliance with FINRA regulations and participate in continuing education to maintain licenses. Requires 2+ years of sales experience in the financial services industry and technical knowledge of insurance and investment vehicles.

Seeking a Financial Advisor to meet with and profile credit union members to determine appropriate financial products for long-term goals. Provide advice on retirement planning, college funding, and investing for financial health. Develop relationships, stay current on investment products, and ensure compliance with regulatory requirements. Bachelor's degree and 5 years of investment sales experience required.

Provide financial consulting services to assist clients with identifying financial goals, recommending appropriate insurance/investment products, managing smaller accounts, and referring advanced financial planning needs to senior advisors.

The Financial Advisor will provide investment analysis and guidance to individuals and businesses, prepare comprehensive financial advice including portfolio reviews and asset accumulation strategies, and assist with retirement and estate planning. The role involves achieving sales goals, motivating office teams, and ensuring compliance with regulations.

The Compliance Surveillance Analyst will conduct trade surveillance to identify potential sales practice exceptions, monitor daily reports, analyze data, assist with compliance projects, maintain records, and collaborate with compliance leads.

As a Financial Advisor, you will provide investment services, develop personalized strategies for clients, and conduct regular reviews of investment plans. You'll stay updated on market conditions, work with credit union professionals to enhance service offerings, and engage with the community to attract new clients.

The Associate Financial Advisor at University Federal Credit Union in the Galveston, League City, and Houston TX areas is responsible for providing financial and retirement planning services to members, non-members, and employees. They offer investment advice, recommend financial solutions, and communicate information about investment products and services. The role involves driving member growth, expanding relationships, analyzing financial information, and maintaining employee relationships through branch trainings and coaching. The position also requires a commitment to professional development and ethical conduct.

The Investment Sales Assistant supports a Financial Advisor by handling client service tasks, scheduling appointments, executing trades, coordinating business activities, and contributing to sales. Responsibilities include making outbound calls, preparing reports, maintaining records, and ensuring a high standard of service with clients.

The Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor II helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members’ goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio.

The Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic approach. They help members identify financial goals, use financial planning to determine appropriate securities and insurance products, and establish ongoing relationships with members. The role involves presenting a professional image, building relationships with staff and members, implementing marketing plans, following sales procedures, and adhering to compliance guidelines and ethical market conduct.

As a Financial Advisor, you will assess customer needs for financial services, develop investment strategies, stay updated on market conditions, and provide client account reviews. You will also conduct workshops and seminars to attract new clients and enhance program integration with credit union personnel.

The Equity Trader/Specialist will execute stock trades, provide market information to advisors, review trading notifications, ensure accounts are balanced, assist with historical pricing, and handle trade errors. Responsibilities also include processing equity trades, approvals, corporate actions, and maintaining daily trade records.

The Account Specialist is responsible for reviewing and processing new account information, maintaining accounts, and handling inquiries within established service level agreements. This role involves using Unio and ZenDesk systems to ensure proper account setup and maintenance.