- Atria Wealth Solutions (Cincinnati, OH)
- …Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development ... products and services offered. Meets regularly with the Program Manager and trains, if necessary, with Program Manager...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… more
- Atria Wealth Solutions (Lunenburg, MA)
- …Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... relationships that drive referral activity. (In-Branch) + Regularly meets with branch manager and other internal business partners to communicate and review business… more
- Atria Wealth Solutions (Sandusky, MI)
- …current on investment products and services offered. Meet regularly with Program Manager . + Drive investment and program integration initiatives with the assigned ... regular feedback to branch staff and identified bank executives regarding sales practices and business development initiatives. + Provide ongoing training and… more