Atria Wealth Solutions jobs

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EQUITY TRADER / SPECIALIST

Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, Houston, TX 77079 San Diego, CA: 10150 Meanley Drive, San Diego 92131 Syracuse, NY: 100 Madison Street, Syracuse 13202. Take stock trades in a professional and helpful man...

CompanyAtria Wealth Solutions
AddressSan Diego, CA
CategoryTransportation/Logistics
Salary$40,000 - $60,000 a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Equity Trader / Specialist

Atria Wealth Solutions

San Diego, CA

$40,000 - $60,000 a year

Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, Houston, TX 77079 San Diego, CA: 10150 Meanley Drive, San Diego 92131 Syracuse, NY: 100 Madison Street, Syracuse 13202. Take stock trades in a professional and helpful man...

Dealer Maintenance Coordinator

Atria Wealth Solutions

San Diego, CA

Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079. San Diego, CA: 10150 Meanley Drive, San Diego 92131. Syracuse, NY: 100 Madison Street, Syracuse 13202. Acts as a liaison between representatives and vendor companie...

Financial Advisor

Atria Wealth Solutions

Remote

$57.9K - $73.4K a year

Focus on sales and service of existing house accounts and assigned accounts from outside representatives and programs. Works remotely with clients utilizing all of firms remote delivery tools. Partner with remote delivery credit...

Financial Advisor

Atria Wealth Solutions

Lorida, FL

Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations. Conduct periodic review of accounts to communicate account status, explain activities and keep clients...

Investment Sales Assistant

Atria Wealth Solutions

Puyallup, WA

Field telephone calls, receive and direct visitors. Schedules appointments and maintains calendars for the financial advisor including quarterly and annual reviews for the financial advisor's book of customers. Prepares, composes,...

Financial Advisor

Atria Wealth Solutions

Olin, NC

Building branch relationships and coaching branch staff within a defined territory to uncover the needs of our members through meaningful conversations.. Deliver exceptional service to members, teammates, and prospects.. Provide s...

Financial Advisor

Atria Wealth Solutions

Olin, NC

Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union and TFA.. Cultivates strong working relationships and builds trust among Credit Union staff and members along wi...