Western International Securities, Inc. is seeking an Investment Advisory Services Associate to join our successful organization. This individual will be an integral member of the high-functioning and collaborative Investment Advisory team. This position will integrate in with numerous teams within Western International, including investment advisory, compliance supervision, accounting and trading.
At Western International Securities, we offer our employees the opportunity to grow personally and professionally, to contribute to the success of a dynamic organization, and to serve others in a manner that exceeds their expectations.
This position is eligible to be located in any of our home office locations including Pasadena, California, San Diego, California, or Syracuse, New York.
Duties include but are not limited to:
Education, Skills and Experience:
Western International Securities, Inc. was founded in 1995 to combine the same full service of the nation's largest financial institutions with the personal touch that is missing in so many firms today.
Today, with over 400 investment professionals, Western International Securities provides a full infrastructure in operations and trade settlement, compliance, technology and business development. The firm’s ability to attract and retain the brightest individuals in the industry who confidently and efficiently use various back-office and proprietary systems, make Western a leading Broker/Dealer in the Independent space. The philosophy that made Western a leading Broker/Dealer focuses on providing a personalized and high touch approach to serving our advisors.
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 drive growth. Atria’s broker-dealer subsidiaries include CUSO Financial Services, LP, Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc. and Western International Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals with more than $75 billion of assets under administration. For more information, please visit www.atriawealth.com.
This position is currently accepting applications.