• Financial Advisor

    Atria Wealth Solutions (San Rafael, CA)
    …Execute events and presentations at Select Employer Group (SEG) locations and business/ community events. Investment Product Sales /Advice: + Executes trades for ... the VP/Wealth Management. + Leads all aspects of the sales process, while calling upon other company sales...development activities to management. + Volunteer time in the community as strategically assigned or determined. + Participate in… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Greenville, SC)
    …financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of ... with other key local people in the Credit Union's community , ie attends/participates in staff meetings and other Credit...with established outreach and productivity goals. + Follows the sales process and procedures as established through the TFA… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Greensboro, NC)
    …and members along with other key local people in the Credit Union's community , ie, attends/participates in staff meetings and other Credit Union staff functions, ... efforts in alignment with established outreach and productivity goals. + Follows the sales process and procedures as established through the TFA program. + Follows… more
    Atria Wealth Solutions (03/27/24)
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