Atria Wealth Solutions Financial Advisor in Dedham, Massachusetts
Join a Winning Team!
As part of our relationship with Dedham Savings Bank, Sorrento Pacific Financial, LLC (SPF) is seeking a Financial Advisor to grow the investment program and provide investment and retirement planning services for its members in Dedham, MA, and the surrounding area.
At Dedham Savings, which has grown to over $2 billion in assets and over $1.6 billion in deposits, they believe in every single customer — whatever their dreams, goals, and plans. That belief gives their work meaning and purpose, beyond just delivering products and services. Whether you’re saving for college or planning for retirement, our Sorrento Pacific Financial Investments & Insurance team is here to help you turn goals into plans. With a range of options, we strive to understand our customer’s financial situation—all so we can recommend the highest quality products, services, and information. Because when our customer feels confident in what’s next, the future always looks a little brighter.
As a Financial Advisor your responsibilities include, but are not limited to, the following:
Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement.
Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager.
Drives investment and program integration initiatives with assigned bank program (includes branch personnel training). Provides regular feedback to the branch employees, identified bank executives and sales manager regarding sales practices, and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities.
Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives, and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.
Remains visible to the appropriate segments of the public to meet and to retain potential new clients for SPF, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)
Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Life, Accident and Health Insurance licenses
Clean U-4 and Background
Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
Certified Financial Planner ( CFP ® ) designation preferred
**Representatives are employed by and registered through SPF (Member FINRA/SIPC). To learn more about Sorrento Pacific Financial, LLC, visit www.cusonet.com .
Powered by JazzHR