Senior Financial Consultant

3 weeks ago


Walnut Creek, California, United States Rival Sourcing LLC Full time

Job Summary

Rival Sourcing LLC is seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our Private Wealth Management group, you will be responsible for managing and maintaining relationships with clients, driving business results, and advising clients on their overall balance sheet.

Key Responsibilities

  • Client Relationship Management: Develop and maintain strong relationships with clients, providing tailored advice and solutions to meet their financial needs.
  • Business Development: Drive business results by acquiring new assets and expanding existing client relationships.
  • Financial Planning: Advise clients on their overall balance sheet, including asset allocation, investment management, and wealth planning.
  • Collaboration: Partner with internal specialists to provide interdisciplinary expertise to clients.
  • Client Experience: Ensure that proposed solutions meet clients' needs and objectives through a holistic goals-based planning approach.

Requirements

  • Qualifications: Energetic and entrepreneurial business builder with a proven track record of sales success and strong business acumen.
  • Experience: Six plus years of work experience in Private Banking or Financial Services industry, with a Bachelor's degree required and MBA, JD, CFA, or CFP preferred.
  • Licenses: Series 7 & 66 licenses required for position.


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