Senior Financial Consultant

5 days ago


Walnut Creek, California, United States Rival Sourcing LLC Full time
Private Wealth Advisor

Rival Sourcing LLC is seeking a highly skilled and experienced Private Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for managing and maintaining relationships with clients, providing targeted advice, and delivering exceptional client experiences.

Key Responsibilities:
  • Manage and maintain relationships with clients by earning trust, understanding client needs, and providing tailored advice.
  • Drive business results and acquire new assets from existing and new client bases.
  • 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 clients across all lines of business and ensure proposed solutions meet their needs and objectives.
  • Adhere to risk and control policies, regulatory guidelines, and security measures.
Requirements:
  • 6+ years of work experience in Private Banking or Financial Services.
  • Bachelor's degree required; MBA, JD, CFA, or CFP preferred.
  • Series 7 & 66 licenses required for the position.

Rival Sourcing LLC offers a dynamic and challenging work environment, competitive compensation, and opportunities for professional growth and development. If you are a motivated and experienced financial services professional looking for a new challenge, please submit your application.



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