Now Hiring - Financial Services Internal Recruiter / Business Development Administration in San Diego, CA

Atria Wealth Solutions, Inc. (Atria) is a wealth management solution 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 and investment adviser 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.

We are looking for an Internal Recruiter on our Business Development team to join our organization. The Internal Recruiter n is responsible for supporting the recruiting department’s efforts aimed at attracting and securing new independent financial advisors to Atria Wealth Solutions.

We offer a rewarding career path and potential for advancement as well as good benefits. Our collaborative culture offers community through shared goals and strong work ethics.

Location: This position may be HYBRID out of one the following home office locations:

• Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
• San Diego, CA: 10150 Meanley Drive, San Diego 92131
• Syracuse, NY: 100 Madison Street, 13202
• Remote – USA for the right candidate

The anticipated annual base salary range for this position is $60,000 - 65,000. Exact compensation may vary based on skills, experience, and location.

What you will do:

• Collaborating with Managing Director and Executive Director to implement business strategies
• Providing department leaders with recommendations and consultation to improve teamwork
• Planning, coordinating Quarterly Sales Meetings.
• Creating and editing preliminary and final Offer Letters to Candidates.
• Support potential recruits and recruiting department personnel with submitting and accurately completing required due diligence paperwork; and coordinate with Compliance team as needed for any potential follow up items.
• Coordinate the Rep Review Process on behalf of all new advisors joining the Atria organization
• Managing Third Party Recruiter Contracts and Invoicing as needed
• Coordinating the Managing Director and Executive Director’s time, scheduling meetings and events
• Responding to inquiries on behalf of the Managing Director and Executive Director
• Providing tactical support to implement ideas
• Working with leadership to deliver, monitor and communicate progress towards goals
• Overseeing strategic business initiatives from ideas to implementation
• Identifying and helping solve core problems or opportunities within business processes
• Assessing risk when business decisions are made
• Providing support and oversight for special projects and initiatives
• Planning, coordinating and leading meetings and workshops
• Identifying and providing recommendations on improvements across the organization
• Support recruiting department’s personnel
• Assist the Recruiting Department with special projects or assignments that will improve the function of the department.
• Other tasks and duties as assigned by the manager.

Must haves:

• Outstanding project management background
• Experience in planning successful events
• Skilled in managing and coordinating projects
• Ability to apply dynamic resolutions for solving complex problems
• Skilled in developing and managing relationships with stakeholders
• Excellent analytical skills and business acumen
• Ability to anticipate and take action before problems arise
• Mature, patient, and professional attitude to handle stress and fast-paced work environment
• Associates Degree or equivalent work experience.
• Financial services experience and/or Business Development experience.

Why work at Atria?

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

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

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 approximately $100 billion of assets under administration. For more information, please visit [please apply online] 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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