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Practice Management - Advisor Consultant

Company: Atria Wealth Solutions, Inc.
Location: San Diego
Posted on: May 28, 2023

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.Atria Wealth Solutions has an open position for a Practice Management Consultant (PMC). Atria is seeking an experienced, seasoned and passionate personin the financial services and distribution industry who is motivated to assist and support our Advisors advance their businesses and client experiences. We are seeking an experienced professional with a deep knowledge of investments, insurance products and advisory business models.Location: This position may be done HYBRID out of one the following home office locations or Fully Remote:

  • San Diego, CA: 10150 Meanley Drive, 92131
  • Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
  • Syracuse, NY: 100 Madison Street, 13202
  • Fully Remote (USA)The anticipated annual base salary range for this position is $80,000 to $100,000. Exact compensation may vary based on skills, experience, and location.What you will do:
    • Serve as the central resource for our Advisorsin reference to internal programs and initiatives within a defined geographical territory.
    • Travel to Advisors' offices for focused consulting engagements designed to influence Advisors in building / enhancing sustainable profitable practices.
    • Drive a culture of total wealth management with a focus on financial planning strategies and our various fee-based business platform offerings.
    • Ensure the adoption of new platforms and technologies designed to help Advisors and their teams drive efficiency and overall business strategies aligned with growth.
    • Act as an extension of the Atria Senior Management and the Presidents throughout the enterpriseto reinforce the overall strategic vision and value proposition.
    • Engage with Advisors and their teams regularly to build rapport and develop strong knowledge of their needs as well as maintain a high level of retention within the designated territory.
    • Work closely with asset management Advisory Department to increase money managementassets withina defined territory.
    • Work with the Marketing Department to craft promotional messaging and support for internal programs, as needed.
    • Attend firm-wide events on a national, regional, and local level.
    • Assist the Atria Recruiting Department in the qualification and recruitment of new Advisor offices as well as participate in the "on-boarding" of new Advisor offices.
    • Stay up to date with internal initiatives, programs and announcements and develop a strong understanding of such to address questions from Advisors regarding such topics.
    • Create innovative approaches to address and resolve operational issues or inquiries.
    • Assist with roll-out of new company programs or initiatives as needed.What you will bring:++Must Haves++
      • BA/BS 4-Year Degree and/or combination of work experience.7-10+ years' experienceworking in the financial services industry in a relationship management / sales capacity
      • FINRA Series 7, 24 and 65 licenses
      • Excellent relationship building and interpersonal skills
      • Strong verbal and written communication skills
      • Strong organizational skills and ability to workin designated regions withminimalsupervision
      • Attention to detail and follow-up skills
      • Proficiency with Microsoft Office Suite
      • Approximately 50%-75% travel++Preferred++
        • Additional certifications (CFP, CWS, CFF) preferredWhy work at Atria?In addition to a competitive salary, we provide a full benefits package that includes:
          • Medical & Prescription Drug Insurance
          • Health Advocacy
          • Telehealth
          • Dental Insurance
          • Vision Insurance
          • Health Savings Account
          • Flexible Spending Accounts
          • Short-Term Disability Insurance
          • Long-Term Disability Insurance
          • Life Insurance
          • Paid time off, Paid Holiday, Paid Birthday time off
          • Critical Illness, Accident & Hospital Indemnity Coverage
          • Identity Theft
          • Employee Assistance Program
          • Pet Insurance
          • Legal Plans
          • Virtual Therapy
          • Virtual Mental WellCare
          • Long-Term Care
          • Retirement 401(k) Savings Plan with matchingAt Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.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 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 thetime.It's time for the next step in your career. Apply now.

Keywords: Atria Wealth Solutions, Inc., San Diego , Practice Management - Advisor Consultant, Executive , San Diego, California

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