Financial Consultant Assistant - Atria Wealth Solutions

• Process documents that relate to account opening and account servicing.
• Provide general administrative support using all required back-office systems and procedures.
• Assist clients and prospects by phone and in branch regarding general account servicing and inquiries.
• Act as liaison with branch staff in promoting Investment Services' mission, and support attainment of branch investment revenue goals.
• Promote and support Investment Services and Financial Consultant sales and marketing efforts through support functions, including direct calls and assisting branch staff in referral efforts.
• Provide ongoing general coverage of Financial Consultant office in the absence of the Financial Consultant.
• Provide occasional after hours support of various Investment Services events such as seminars or evening call sessions.

• High school diploma or equivalent.
• Two years customer service experience, financial preferred.
• Current FINRA series 6 or 7 and 63 licenses preferred or ability to attain in 12 months.
• Consistent positive, cooperative, self-motivated, courteous, and professional attitude.
• Demonstrated ability to work in a team-oriented environment.
• Excellent interpersonal skills, including written and oral communication.
• Demonstrated ability to process documents with a high degree of accuracy and attention to detail.
• Computer literate.
• Assignment includes branch locations as required.

• 401k plan match, dollar for dollar up to 4%
• Paid time off for employees who average over 20 hours per week
• Paid holidays (~10 per year)
• Vision insurance
• Medical and dental effective date of hire for employees who average over 20 hours per week
• Health savings account (HSA)
• Wellness initiatives and reimbursements
• Pre-paid legal services plan
• Identity protection plan
• Accident supplemental plan
• Company provided basic life insurance of $10,000
• Pet Insurance
• Free financial planning assistance
• Numerous fun employee events throughout the year
• Volunteer and community engagement opportunities
• Service / anniversary awards
• Employee discounts for company logo wear
• Employee referral payouts for recruiting your friends and family
• Ongoing training opportunities

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