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Location

Oregon State | United States

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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). Our Practice Management Consulting team brings experienced financial services business knowledge and best practices adoption to our Advisors in critical areas including:

• Business Development Strategy and Strategic Vision
• Marketing and Branding Strategy
• Succession / Continuity and Transitions Planning
• Human Capital Best Practices
• Technology and Platform Adoption and Integration
• Wealth Management / Advisory Strategy

Atria is seeking an experienced, seasoned and passionate person in 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. 

In this position, you can work from any one of the following locations:

• Syracuse, NY
• San Diego, CA 
• Houston, TX
• Fully Remote (USA)

Duties & Responsibilities:

• Serve as the central resource for our Advisors in 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 enterprise to 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 management assets within a 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.

KNOWLEDGE AND SKILLS REQUIRED

• BA/BS 4-Year Degree
• FINRA Series 7, 24 and 65 licenses
• Additional certifications (CFP, CWS, CFF) preferred
• 10+ years experience working in the financial services industry in a relationship management / sales capacity
• Excellent relationship building and interpersonal skills
• Strong verbal and written communication skills
• Strong organizational skills and ability to work in designated regions with  minimal supervision
• Attention to detail and follow-up skills required
• Proficiency with Microsoft Office Suite
• Approximately 50%-75% travel

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

• Medical insurance
• Dental insurance
• Prescription drug benefits
• Vision insurance
• Retirement savings 401(k) plan with matching
• Paid time off
• Paid holidays
• Critical illness insurance
• Veterinary pet insurance
• Employee assistance program
• Life insurance
• Short & long-term disability insurance
• Legal plan

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

Atria 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 the time

It’s time for the next step in your career. Apply now.

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