Search the 24 jobs at Atria Wealth Solutions

As a Financial Advisor, you will provide investment and retirement services, develop investment strategies based on individual goals, stay updated on market conditions, conduct client meetings and workshops, and drive integration initiatives with credit union programs.

As a Financial Advisor, you will assess and develop investment strategies for clients, stay updated on market conditions, provide training to branch personnel, conduct regular account reviews with clients, and promote financial services.

As a Financial Advisor, you will analyze and guide members in investment decisions, recommend financial options, and deliver comprehensive financial advice. You will also enhance the investment services program and build relationships to achieve sales goals.

The Advisor Support Specialist role involves processing business including direct business and brokerage accounts, ensuring compliance and completeness of documents, and providing excellent customer service to financial professionals. Responsibilities include managing service requests, correcting errors, and supporting clients with account access and navigational issues.

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.

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 will assist clients in identifying and analyzing their financial goals while providing outstanding service. The role involves building relationships, conducting scheduled reviews, evaluating investment options, and collaborating with credit union staff and financial service vendors.

The Financial Advisor will provide investment and retirement planning services, assess client needs, develop investment strategies, and conduct client workshops. The role includes servicing existing accounts, training branch personnel, and integrating investment initiatives within the credit union.

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.

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.

The Financial Advisor will provide retirement and investment services to members, analyze their financial needs, and present appropriate insurance or investment product solutions. Responsibilities include developing business plans, conducting client reviews, and working with community associates to improve visibility and results.

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.

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.

As a Financial Advisor, you will identify customer needs for financial services, create investment strategies, analyze market conditions, provide training to staff, meet with clients to review their accounts, and conduct workshops on financial topics.

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 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.

As a Financial Advisor, you will evaluate customer needs, develop investment strategies, and provide ongoing client services and financial education. You will also drive sales initiatives and conduct workshops to engage with potential clients and train branch personnel.

The Financial Advisor will provide retirement and investment services, develop investment strategies based on client needs, analyze market conditions, train branch staff on investment products, and conduct workshops to attract and retain clients.