Search the 34 jobs at Atria Wealth Solutions

Provide investment services to members, recommend financial options, prepare comprehensive financial advice, and enhance the current investment services program. Achieve sales goals, educate office teams, assist members in various financial needs, and maintain necessary licenses. Requires Bachelor's degree and 5 years of experience in personal investment products.

As a Wealth Management Associate, you will play a key role in client relationship management, campaign organization, and operational responsibilities. You must collaborate with Advisors and provide outstanding member service to enhance business growth. Responsibilities include processing account applications, organizing productivity-based campaigns, and managing client appointments.

The Operations Support Specialist at Atria is responsible for answering questions, resolving problems, interpreting policies, and initiating outreach campaigns for financial professionals. This role requires attention to detail, strong interpersonal skills, and the ability to prioritize multiple projects to meet deadlines.

Licensed Financial Advisor position with CUSO Financial Services in Leavenworth, KS area. Join a winning team and enjoy warm leads, large opportunity, and freedom to recommend solutions. Requires FINRA Series 7, 63/65 (or 66) and insurance licenses, clean background, and 2+ years of sales experience in financial services industry. Certified Financial Planner (CFP) designation preferred.

Northern Financial Services is seeking a Financial Advisor to provide investment services for members of Northern Credit Union. Responsibilities include identifying customer needs, developing investment strategies, staying current on market conditions, driving investment initiatives, and servicing existing client accounts.

Seeking a Financial Advisor to provide retirement and investment services in the Spokane, WA area. Responsibilities include developing and maintaining long-term relationships with clients, assessing financial needs, and achieving production goals. Must have relevant certifications and licenses.

Seeking a Financial Advisor to provide retirement and investment services in the Pasco, Washington area. Responsibilities include developing long-term relationships, evaluating financial needs, and achieving production goals. High school diploma required, bachelor's degree preferred. Must have required certifications and licenses.

Atria Wealth Solutions is seeking an Equity Trader / Specialist to handle stock orders, provide market information, and assist advisors. Responsibilities include executing trades, processing trade approvals, and handling equity corporate actions. Must have FINRA Series 7, strong computer skills, and communication abilities.

Atria Wealth Solutions is looking for an Equity Trader / Specialist to handle stock orders, provide market information to advisors, and ensure account accuracy. The position offers an annual salary range of $40,000 to $60,000 and requires strong communication, computer, and problem-solving skills.

Join Atria as a Platform Service Analyst to provide technical support and excellent customer service to clients. Responsibilities include troubleshooting, data analytics, user access setup, and managing monthly reporting. Must have an Associate's degree or equivalent experience.

As a Platform Service Associate, you will provide technical support for technologies, troubleshoot issues, analyze data, manage reporting, and assist in testing software enhancements. Responsibilities also include maintaining user data, providing user support, and updating user manuals. The role requires an Associate's degree or equivalent experience in the field.

Provide technical support and excellent customer service to clients, troubleshoot and diagnose problems, manage user data and testing of technologies, develop user manuals, and recommend new technologies.

Seeking a Licensed Financial Advisor to provide retirement and investment services for members of a credit union. Responsibilities include evaluating customer needs, developing investment strategies, staying updated on market conditions, driving investment initiatives, and servicing existing client accounts. Required qualifications include active licenses, sales experience, and excellent communication skills. A degree in Business or Finance is desired along with a Certified Financial Planner designation.

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.

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.

Join a winning team as a Financial Advisor Associate at First Heritage Federal Credit Union in Corning, NY. Responsible for client servicing, paperwork processing, and maintaining client files. Must have a minimum of 3 years' experience in financial services and an Associate degree in finance or related field.

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.

Financial Advisor position at San Francisco Fire Credit Union, providing investment and retirement planning services for members in the San Francisco Bay area. Responsibilities include evaluating customer needs, developing investment strategies, staying updated on market conditions, driving investment initiatives, and servicing client accounts.

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.