Strategic Financial Consultant

4 days ago


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

Rival Sourcing LLC is seeking a Strategic Financial Consultant to join our team. As a Private Wealth Management Expert, you will be responsible for managing and maintaining relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

The ideal candidate will be a proactive, energetic and entrepreneurial business builder who thrives and excels in a competitive industry. They will have a proven sales success and strong business acumen, with the ability to communicate with clarity and have exceptional presentation skills.

The Financial Services Professional will be responsible for driving business results and acquiring new assets, both from existing client base and new client acquisition. They will advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.

The successful candidate will have six plus years of work experience in the Private Banking or Financial Services industry, with a Bachelor's degree required and an MBA, JD, CFA, or CFP preferred. They will also have Series 7 & 66 licenses required for the position.

Rival Sourcing LLC offers a dynamic and credible professional environment with a strong community presence and an established network. The company is committed to providing exceptional client experiences and delivering holistic goals-based planning approaches.



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