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Advisory Services Consultant

Company: Atria Wealth Solutions
Location: San Diego
Posted on: June 24, 2022

Job Description:

Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

We are looking for an Advisory Services Consultant to join our organization. The Advisory Services Consultant will promote and support advisor adoption and utilization Atria Wealth Solutions' Advisory Platform across the country. You will collaborate with Internal and External constituents to execute on advisory sales and marketing plans. You will consult with advisors and their staff on the optimization of investment tools and technology to increase adoption of fee based business.

In this position, you will work from the following office location:

  • San Diego, CA / Hybrid preferred
  • May consider other home office locations: Houston, TX or Syracuse, NY

    Duties And Responsibilities

    • Performs and delivers on active campaigns to promote Advisory initiatives to advisors and staff.
    • Trains advisors on advisory platforms, investment products, and portfolio construction, helping them leverage technology to operate their fee based business more efficiently.
    • Communicates processes and procedural aspects of the advisory platform to advisors and staff over the phone.
    • Fields inbound calls from advisors and their staff, providing advice and guidance.
    • Communicates to advisors on technology and regulatory changes and the impact to their practice
    • Identifies and communicates process improvements that reduce workloads and improve quality for the Advisory Platform initiatives.
    • Maintain field facing company websites and platforms, keeping content current on platforms like Unio and Contour.
    • Works closely with product sponsors to help drive adoption across Atria's network of advisors, including territory reviews, wholesaler training, and product education calls.
    • Coordinates external meetings with product partners and advisors, including sales territory reviews to help navigate the Atria network of advisors.
    • Supports Company Mission and Corporate Values


      • FINRA Series 7, and 63 & 65 or 66 (advisory state licensure), or completion of the required examinations within 6 months of hiring.
      • Bachelor's degree (B. A. / B.S.) from four-year college or university; or four to five years related experience and/or training; or equivalent combination of education and experience.
      • Familiar with SEC and Investment Advisers Act Rules and Regulations.
      • Excellent communication and customer service skills are a must.
      • Must be able to remain flexible in an ever-changing environment.
      • Must have the ability to recognize when a problem or issue requires additional parties to be consulted and the ability to use proper discretion and judgment when dealing with internal and external difficulties.
      • Strong computer skills including: Microsoft Office (Excel, Word, Outlook) are a must.
      • Strong multi-tasking skills.
      • Quick problem solving and prioritizing is essential.
      • Good record and contact keeping is mandatory.
      • Excellent telephone communication skills.
      • Ability to speak effectively before groups of customers or employees of organization.
      • Ability to communicate, both written and orally, clearly with reps, customers and other staff.
      • Ability to write routine reports and correspondence.

        Why work at Atria?

        In addition to a competitive salary, we provide a full benefits package that includes:

        • Medical insurance
        • Dental insurance
        • Prescription drug benefits
        • Vision insurance
        • Retirement savings 401(k) plan with matching
        • Paid time off
        • Paid holidays
        • Critical illness insurance
        • Veterinary pet insurance
        • Employee assistance program
        • Life insurance
        • Short & long-term disability insurance
        • Legal plan

          Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria's broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

          Atria's broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria's subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit

          Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

          This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time

          It's time for the next step in your career. Apply now.

Keywords: Atria Wealth Solutions, Corpus Christi , Advisory Services Consultant, Professions , San Diego, Texas

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