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Financial Investment Specialist

2 months ago

Cedar Park, Texas, United States Rival Sourcing LLC Full time
Position Overview

As a Client Investment Consultant at Rival Sourcing LLC, you will play a pivotal role in nurturing and enhancing client relationships. Your primary responsibility will be to understand clients' unique financial situations and provide customized investment strategies that align with their goals.

Key Responsibilities
  • Develop and sustain strong relationships with clients by gaining a deep understanding of their financial objectives and offering personalized guidance.
  • Drive business growth by acquiring new assets from both existing and prospective clients.
  • Provide comprehensive advice on clients' financial portfolios, including asset distribution, investment oversight, wealth management, and banking solutions.
  • Work collaboratively with internal specialists to deliver interdisciplinary support tailored to client needs.
  • Facilitate connections among clients across various service lines to ensure a holistic approach to their financial well-being.
  • Ensure that all proposed strategies are in line with clients' short-term, medium-term, and long-term financial aspirations through a comprehensive planning process.
  • Comply with all regulatory guidelines, risk management policies, and security protocols.
Candidate Profile
  • Dynamic and entrepreneurial individual who thrives in a competitive environment.
  • Proactive in identifying solutions with strong analytical capabilities.
  • Dedicated to delivering exceptional client experiences and advocating for their best interests.
  • Proven track record in sales and a solid understanding of business principles.
  • Excellent communicator with outstanding presentation skills.
  • Organized and methodical in managing business operations.
  • Established connections within the community and industry.
  • Familiarity with investment strategies, wealth management, credit, and banking principles, including various asset classes.
Qualifications
  • A bachelor's or master's degree in finance or a related discipline is preferred.
  • A minimum of 6 years of higher education and/or relevant work experience, including at least 4 years in investment sales.
  • Possession of FINRA Series 7, 63, and 65 or 66 licenses.
  • State Life/Variable Insurance (LAH) licenses are required.
  • Experience with fiduciary products, financial planning, managed accounts, or insurance is advantageous.
  • Professional designations such as CFP, CLU, or ChFC are preferred.
About Rival Sourcing LLC
  • Rival Sourcing LLC boasts a rich history and a strong reputation within the financial services industry.
  • We provide comprehensive support to advisors to foster their growth and success.
  • Our structure allows for direct engagement with decision-makers and streamlined operational processes.
  • We offer opportunities for advisors to build or enhance their practices without product obligations.
  • Advisors retain ownership of their client relationships and have the freedom to choose their preferred products.
  • We provide extensive operational support and in-house compliance expertise.
  • Our commitment includes investing in our advisors through technology, marketing, and lead generation resources.