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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 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.
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.
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.
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