Senior Financial Consultant

22 hours ago

Walnut Creek, California, United States Rival Sourcing LLC Full time
{"Job Title": "Senior Financial Advisor", "Job Description": "Key Responsibilities

As a Senior Financial Advisor, you will be responsible for managing and maintaining relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.

You will drive business results and acquire new assets, both from the existing client base and new client acquisition. You will advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs.

You will partner with internal specialists to provide interdisciplinary expertise to clients when needed. You will connect your clients across all lines of business and ensure that proposed solutions fulfill clients' needs and objectives in the short, medium, and long term through a holistic goals-based planning approach.

You will strictly adhere to all risk and control policies, regulatory guidelines, and security measures.

Qualifications

To be successful in this role, you will need to be an energetic and entrepreneurial business builder who thrives and excels in a competitive industry. You will be proactive, take initiative, and use critical thinking to solve problems.

You will focus on the client experience and work tirelessly on the client's behalf. You will have proven sales success and strong business acumen. You will be a dynamic and credible professional who communicates with clarity and has exceptional presentation skills.

You will demonstrate strong organizational skills and apply a disciplined and organized approach throughout your business. You will have a strong community presence with an established network.

You will have experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts. You will have experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estates.

Position Requirements

To be considered for this role, you will need to have six plus years of work experience in the Private Banking or Financial Services industry. You will need to have a Bachelor's degree, with an MBA, JD, CFA, or CFP preferred. You will need to have Series 7 & 66 licenses required for the position.

", "Company": "Rival Sourcing LLC"}

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