Practice Management - Advisor Consultant

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 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.
Location: This position may be done HYBRID out of one the following home office locations or Fully Remote:

• Syracuse, NY: 100 Madison Street, 13202
• Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
• San Diego, CA: 10150 Meanley Drive, 92131
• 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 Advisors in reference to internal programs and initiatives within a defined geographical territory.
• Assist with roll-out of new company programs or initiatives as needed.
• Act as an extension of the Atria Senior Management and the Presidents throughout the enterprise to reinforce the overall strategic vision and value proposition.
• Work closely with asset management Advisory Department to increase money management assets within a defined territory.
• 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.
• Attend firm-wide events on a national, regional, and local level.
• Ensure the adoption of new platforms and technologies designed to help Advisors and their teams drive efficiency and overall business strategies aligned with growth.
• Work with the Marketing Department to craft promotional messaging and support for internal programs, as needed.
• 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.
• 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.
• 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.
• Create innovative approaches to address and resolve operational issues or inquiries.

What you will bring:
++Must Haves++

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

++Preferred++

• Additional certifications (CFP, CWS, CFF) preferred

Why work at Atria?
In addition to a competitive salary, we provide a full benefits package that includes:

• Flexible Spending Accounts
• Dental Insurance
• Life Insurance
• Paid time off, Paid Holiday, Paid Birthday time off
• Health Savings Account
• Short-Term Disability Insurance
• Critical Illness, Accident & Hospital Indemnity Coverage
• Vision Insurance
• Virtual Therapy
• Pet Insurance
• Long-Term Care
• Retirement 401(k) Savings Plan with matching
• Medical & Prescription Drug Insurance
• Telehealth
• Health Advocacy
• Identity Theft
• Employee Assistance Program
• Long-Term Disability Insurance
• Legal Plans
• Virtual Mental WellCare

At 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 www.atriawealth.com.
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.