Empower Members as Investment Sales Assistant at Atria Wealth Solutions
Employer
Atria Wealth Solutions
Salary
$60k-$70k (estimated pay)
Location
Williston, VT
Employment Type
Full-time
Сategory
Sales Representatives
Description
Join the team at Atria Wealth Solutions as an Investment Sales Assistant to support a Financial Advisor, providing top-notch service to members and building strong relationships.
Qualifications
- 2 years experience in financial sales/administration
- College Degree preferred
Responsibilities
- Make outbound calls to schedule appointments
- Prepare reports and financial data
- Maintain FINRA compliant filing system
Education
College Degree preferred
Working Hours
9am-5pm, Monday-Friday
Benefits
- Health insurance
- Retirement plan
Keywords
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