Financial Advisor

1 month ago

San Antonio, United States Rival Sourcing LLC Full time
Responsibilities
  • Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
  • Developing new client relationships through contacts and networking
  • Developing business through retail custodial branches at Charles Schwab, Fidelity, and TD Ameritrade
  • Servicing and advising clients relative to their wealth management, investment, and financial planning needs
  • Representing the firm in a positive and professional manner
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications
  • Four-year college degree (Bachelor's Degree in Finance, Business or Economics is preferred)
  • Professional Financial Designation (CFP® or CFA designations preferred)
  • Financial Planning Experience
  • At least seven years of industry experience
  • Must have $10 million in transferrable managed accounts
  • Strong communication and presentation skills
  • Ability to handle multiple tasks and complete in a timely manner
  • Ability to work with a team, yet be a self-starter
  • Proficient in Excel, PowerPoint and Outlook

Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

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