Search the 18 jobs at Atria Wealth Solutions

The Financial Advisor will consult with members to provide tailored investment advice and develop financial plans. Responsibilities include managing investment portfolios, establishing member relationships, and assessing members’ financial situations to ensure their goals are met. The advisor will also participate in educational activities to promote the credit union's investment services.

As a Financial Advisor at Argent Credit Union, you will evaluate client financial needs, develop investment strategies, provide ongoing client reviews, conduct workshops, and collaborate with branch staff to enhance investment service delivery. You must stay current with market trends and engage in training activities.

The Financial Advisor will evaluate clients' financial situations, recommend investment and insurance products, manage a branch territory, educate staff on financial services, and grow a client book through consultations and relationship-building, adhering to regulatory requirements.

The Investment Solutions Associate is responsible for supporting the Investments & Planning Solutions team by coordinating sales efforts, assisting with client communications, processing trades, and providing administrative support. This role involves promoting financial services, managing client inquiries, and ensuring compliance with regulations, while maintaining high-quality service and client satisfaction.

As a Financial Advisor at First Heritage Federal Credit Union, you will identify customer needs for financial services, develop investment strategies, educate clients about market conditions, and conduct workshops. Regular client meetings for account reviews and progress assessment are essential, alongside collaboration with relationship center professionals on sales practices.

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.

The Financial Advisor provides retirement and investment planning services to members and non-members, analyzes financial data, conducts annual reviews, and develops marketing plans. They also ensure compliance with regulations and promote the credit union's services.

The Investment Sales Assistant supports a Financial Advisor by coordinating client service activities, processing paperwork, handling business development tasks, making outbound calls, and tracking sales progress. Responsibilities also include preparing reports, maintaining a compliant filing system, scheduling appointments, and providing high-quality service to clients.

The Financial Advisor at Allegacy Federal Credit Union is responsible for assisting clients with financial planning and investment strategies. They build relationships with clients, conduct workshops, and ensure compliance with regulations. The advisor will also work closely with branch staff and external vendors to provide comprehensive financial services and achieve individual and community financial goals.

As a Financial Advisor at We Florida Financial Credit Union, you will assess client needs, develop investment strategies, and ensure ongoing financial success for members. Responsibilities include client meetings, market analysis, and training staff on investment programs. A commitment to exceptional service and teamwork in a growing credit union environment is essential.

As a licensed Financial Advisor, you will assess clients' financial needs and objectives to develop personalized investment strategies. You will stay updated on market conditions, educate clients about investment vehicles, conduct client reviews, and facilitate workshops to attract potential clients.

The Financial Advisor will provide retirement and investment services, identify member financial needs, and present tailored recommendations for insurance and investment products. Responsibilities include developing business plans, conducting client reviews, cultivating community relationships, and collaborating with advisory team members.

The Financial Advisor will provide financial and retirement planning services to members and non-members, analyze financial strategies, conduct seminars, and maintain client relationships. The role involves ensuring compliance with regulations and achieving sales targets through personalized investment services.

As a Financial Advisor, you will evaluate customer needs for financial services and develop investment strategies, educate clients, integrate investment programs, conduct periodic reviews of client accounts, and engage the public to attract new clients.

As a Financial Advisor, you will assess client needs for financial services, develop investment strategies, engage in market analysis, train branch staff, conduct workshops, and perform regular reviews of client accounts to ensure investment goals are met.

As a Financial Advisor, you will evaluate customer financial needs, develop investment strategies, stay updated on financial products, train branch staff, conduct client reviews, and engage in public seminars to attract new clients.

As a Financial Advisor, you will identify client needs for financial services, develop investment strategies, analyze market conditions, integrate credit union programs, conduct client reviews, and perform community outreach to attract new clients. Your focus will be on providing personalized financial advice with integrity and care.

As a Financial Advisor, you will assess and identify customer financial needs and develop investment strategies. You will provide ongoing service for clients, stay current with market conditions, and conduct workshops for potential clients while working closely with relationship center personnel to cross-sell services and ensure client goals are met.