Investment Advisor Representative

3 weeks ago

Cedar Park, United States Rival Sourcing LLC Full time
Job Duties
•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

Qualifications
•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

Education, Experience, and Licensing Requirements:
•Bachelor's or master's degree in finance or related field preferred
•Combined minimum of 6 years' higher education and/or work experience, including a minimum of 4 years' investment sales experience required
•FINRA Series 7, 63 and 65 or 66 licenses
•Pertinent state Life/Variable Insurance (LAH) licenses
•Previous trust/fiduciary product, financial planning, managed accounts, or insurance experience preferred
•CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation

About US

  • History - solid understanding and reputation in the business
  • Full service - all the amenities need to build a solid practice
  • Supportive - help adviser grow business and your way
  • Streamlined - no bureaucratic approval process - direct access to the decision makers
  • Opportunities - Build your own practice or move up in a practice
  • No Service/Product Obligations - you will not have to reach certain levels or push a product. No unproductive time-consuming requirements - no proprietary products or services. You pick what you like to sell.
  • Your Clients Are Yours - You keep your book of business and can sell it.
  • Strong Operations- We do not leave you doing everything yourself. We have the right people to help you through the process.
  • In house Compliance - with a strong understanding of Rules/Regulations/compliance. We make it as easy as possible.
  • We know the only way we grow is by investing in our financial advisors - giving them the support and access to the latest technology and providing an encouraging atmosphere with other advisors.
  • Marketing- we help brand advisors with web design and social media marketing
  • Leads- handle lead campaign within your areas

  • Solar Advisor

    3 weeks ago

    Cedar Park, United States Apricot Solar Full time

    Job DescriptionJob DescriptionAt Apricot Solar, we are committed to helping people and the environment. Our mission is to install solar on every rooftop, of every home, in the U.S. while providing the opportunity for every family we serve to save money, add value to their homes, and improve the quality of their life through renewable technology. Apricot...

  • Investment Manager

    2 weeks ago

    Overland Park, United States Creative Planning Full time

    JOB SUMMARY Creative Plannings Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Managers primary function is to supervise accounts for their wealth management team. They are responsible for management of the intended strategy, all trading, distribution requests, weekly...

  • Investment Manager

    2 weeks ago

    Overland Park, United States Creative Planning Full time

    JOB SUMMARYCreative Planning’s Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Manager’s primary function is to supervise accounts for their wealth management team. They are responsible for management of the intended strategy, all trading, distribution requests,...

  • Investment Manager

    2 weeks ago

    Overland Park, United States Creative Planning Full time

    JOB SUMMARYCreative Planning’s Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Manager’s primary function is to supervise accounts for their wealth management team. They are responsible for management of the intended strategy, all trading, distribution requests,...

  • Investment Manager

    19 hours ago

    Overland Park, United States Creative Planning Full time

    JOB SUMMARYCreative Planning’s Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Manager’s primary function is to supervise accounts for their wealth management team. They are responsible for management of the intended strategy, all trading, distribution requests,...

  • Associate Private Wealth Advisor

    5 days ago

    Overland Park, United States Great Plains Trust Company Full time

    OverviewThe Associate Private Wealth Advisor position at Great Plains Trust Company is the ideal role for an individual looking to join an ensemble team of wealth management specialists. Our firm allows Associate Private Wealth Advisors to work along side experienced Wealth Advisors and assist in managing client relationships while working with estate...

  • Associate Private Wealth Advisor

    19 hours ago

    Overland Park, United States Great Plains Trust Company Full time

    OverviewThe Associate Private Wealth Advisor position at Great Plains Trust Company is the ideal role for an individual looking to join an ensemble team of wealth management specialists. Our firm allows Associate Private Wealth Advisors to work along side experienced Wealth Advisors and assist in managing client relationships while working with estate...

  • Wealth Advisor

    3 weeks ago

    Overland Park, United States CommunityAmerica Credit Union Full time

    Summary: As a Wealth Advisor, you play a pivotal role in helping our members achieve their long-term financial goals. You'll develop customized financial plans and offer investment recommendations to support their financial future. Duties & Responsibilities: Analyze investment strategies and provide well-informed recommendations to our members. Achieve...

  • Financial Advisor

    2 weeks ago

    Overland Park, United States Synergy Wealth Solutions Full time

    Company Description Synergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

  • Financial Advisor

    3 weeks ago

    Overland Park, United States Synergy Wealth Solutions Full time

    Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

  • Financial Advisor

    3 weeks ago

    Overland Park, United States Synergy Wealth Solutions Full time

    Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

  • Financial Advisor

    19 hours ago

    Overland Park, United States Synergy Wealth Solutions Full time

    Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

  • Financial Advisor

    2 weeks ago

    Winter Park, United States Saltmarsh, Cleaveland & Gund Full time

    Job DescriptionJob DescriptionDescription:Saltmarsh is currently seeking a strong Financial Advisor who is a leader and who wants to join a firm that fosters both personal and professional development and supports the drive for advancement. Our ideal candidate demonstrates a passion for excellence by taking pride in a quality work product, delivering...

  • Solar Advisor

    3 weeks ago

    Cedar Hill, United States Apricot Solar Full time

    Job DescriptionJob DescriptionAt Apricot Solar, we are committed to helping people and the environment. Our mission is to install solar on every rooftop, of every home, in the U.S. while providing the opportunity for every family we serve to save money, add value to their homes, and improve the quality of their life through renewable technology. Apricot...

  • Solar Advisor

    3 weeks ago

    Cedar Creek, United States Apricot Solar Full time

    Job DescriptionJob DescriptionAt Apricot Solar, we are committed to helping people and the environment. Our mission is to install solar on every rooftop, of every home, in the U.S. while providing the opportunity for every family we serve to save money, add value to their homes, and improve the quality of their life through renewable technology. Apricot...

  • Academic Advisor

    3 days ago

    Orland Park, United States Sandstone Care Full time

    -Job Title: Academic & Vocational AdvisorLocation: Tinley Park, IllinoisSchedule: Flexible 11:00am -5:00pmJob Type: Part TimeCompensation: $24 HourlyAbout the Role:Do you want to help people overcome their substance use and mental health challenges and achieve their academic and career goals? If so, you might be the perfect fit for the academic/vocational...

  • Financial Representative

    2 days ago

    Orland Park, United States Fidelity Investments Full time

    **Financial Representative**: We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. **The Expertise We’re Looking For**: -...

  • Automotive Service Advisor

    4 weeks ago

    Buena Park, United States Premier Chevrolet of Buena Park Full time

    We are part of Premier Automotive, a successful dealer group with over 33 stores nationwide! We represent top brands such as Chevrolet, Honda, Toyota, Nissan, Kia, Dodge, Chrysler, Jeep and Ford. Premier is actively involved in giving back to our community in a HUGE way with our "Giving Hope Foundation." **Job Summary**: The responsibilities of a Service...

  • Investment Consultant

    7 days ago

    Overland Park, United States Fidelity TalentSource LLC Full time

    Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Academic Advisor

    2 weeks ago

    Tinley Park, United States Sandstone Care Full time

    Job Title: Academic & Vocational Advisor Location: Tinley Park, Illinois Schedule: Flexible 11:00am -5:00pm Job Type: Part Time Compensation: $24 Hourly About the Role: Do you want to help people overcome their substance use and mental health challenges and achieve their academic and career goals? If so, you might be the perfect fit for the...