Financial Advisor
Company: Atria Wealth Solutions
Location: Lancaster
Posted on: May 23, 2023
Job Description:
Citadel's Wealth Management team is expanding. We are looking
for Sr. Financial Advisors who will use their expertise in
investment strategies, securities, and insurance to develop
financial plans for our highly regarded customers in our Lancaster
-County location.Citadel offers a full line of investment products,
including managed accounts, mutual funds, annuities, equities, and
fixed income securities in a financial planning setting.In This
Role, You Will
Provide customers with information
and advice on purchase or sale of securities, financial services,
insurance, and investment plans based on review of professional
publications and other financial literature, as well as knowledge
of securities market and financial services industry.Interview
customers to determine financial position, resources, assets
available to invest, liabilities, cash flow, insurance coverage,
tax status, and financial goals. This data is to be analyzed so
that a financial plan can be tailored to the needs of the
customer.Recommend financial products and services to clients for
investment and insurance purposes.Apply knowledge of securities,
investment plans, insurance, market conditions, and regulations, as
well as the financial situation of customers.Develop and implement
annual sales plan designed to achieve desired annual goal.Extremely
adept with numbers and savvy about a wide variety of investing and
money management techniques.What it Takes
5 years+ of related sales experience
requiredNASD Series 7, 63, 65/66 required, PA insurance license
required; Certified Financial Planner (CFP) or other industry
designation preferred. Bachelor's degree preferredClean Form U-4
requiredFulfilling your roleProvide quality Citadel Class Service
to clients (internal and external), being compliant with all CFS
Financial and Citadel operational procedures, properly completing
all advisory practice management expectations and achieving
budgeted GDC and AUM projections. -Equal Opportunity
Employer/Protected Veterans/Individuals with DisabilitiesThe
contractor will not discharge or in any other manner discriminate
against employees or applicants because they have inquired about,
discussed, or disclosed their own pay or the pay of another
employee or applicant. However, employees who have access to the
compensation information of other employees or applicants as a part
of their essential job functions cannot disclose the pay of other
employees or applicants to individuals who do not otherwise have
access to compensation information, unless the disclosure is (a) in
response to a formal complaint or charge, (b) in furtherance of an
investigation, proceeding, hearing, or action, including an
investigation conducted by the employer, or (c) consistent with the
contractor's legal duty to furnish information. 41 CFR
60-1.35(c)Representatives are employed by Citadel Credit Union and
registered through CUSO Financial Services, LP (CFS). Member
FINRA/SIPC. CFS is a broker/dealer and RIA with a stable track
record of serving the investment needs of credit unions and their
members. To learn more about CFS, please visit -. -CFS (Member /)
is a broker-dealer and RIA with a stable track record of serving
the investment needs of credit unions and their members. -We
deliver a clear path to the future of wealth management with the
open-minded agility, senior-level access, and expert technology to
help get you there. We are led by visionary financial services
leaders who see farther. Ranked as one of the top broker-dealers in
the industry, we work with many of the top financial institutions
throughout the country. -Powered by JazzHR
Keywords: Atria Wealth Solutions, Lancaster , Financial Advisor, Accounting, Auditing , Lancaster, Pennsylvania
Didn't find what you're looking for? Search again!
Loading more jobs...
