Financial Advisor
2 weeks ago
Ojai, United States
Rival Sourcing LLC
Full time
Job Details- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Drive business results and acquire new assets, both from existing client base and new client acquisition
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed
- Connect your clients across all lines of business
- Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
- Strictly adhere to all risk and control policies, regulatory guidelines and security measure
- Energetic and entrepreneurial business builder who thrives and excels in a competitive industry
- Proactive, takes initiative, and uses critical thinking to solve problems
- Focuses on the client experience and works tirelessly on the client's behalf
- Proven sales success and strong business acumen
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estates
Requirements for Excellence
- Growth Oriented Advisor with $25-100m+ in assets
- 3-20 years of experience
- Private Banking or Financial Services industry preferred
- Fee only business for HNW clients
- Bachelor's degree required; MBA, JD, CFA, CKA or CFP preferred
- Conservative leaning
- Series 65 license
Does your current firm allow for you to use Values Based investment portfolios? How about Conservative ESG?
If not then we should speak In addition to the above we offer:
- Up front money/large payout/Equity in the whole RIA
- Advisor owned firm
- Hand off clients if needed
- Leverage Strategic Partnerships of the firm to build your AUM. Nationally syndicated radio show that produces 50 leads per month
Additional Details
Salary Type:
Commission
Job Roles
Banking | Business Development | Finance | Professional Services | Sales
