Search the 17 jobs at Atria Wealth Solutions

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 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.

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 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.

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.

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 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.

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 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.

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.

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.

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 Financial Advisor provides basic financial consulting services, helping clients identify financial goals and recommend suitable investment products and insurance. Responsibilities include managing account activities, maintaining client relationships, conducting account reviews, and participating in financial planning seminars.