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Wealth Management Consultant

2 months ago

San Antonio, Texas, United States Rival Sourcing LLC Full time
Key Responsibilities
  • Delivering exceptional service to a curated group of clients, ensuring regular and effective communication through various channels.
  • Building new client connections through networking and professional contacts.
  • Expanding business opportunities through retail custodial partnerships.
  • Advising clients on their investment strategies, wealth management, and financial planning requirements.
  • Upholding the firm's reputation through professional representation.
Additional responsibilities may include engaging in team projects and contributing to initiatives aimed at enhancing firm operations and protocols.

Required Qualifications
  • Bachelor's degree in Finance, Business, or Economics is preferred.
  • Possession of a recognized Financial Designation (CFP or CFA is preferred).
  • Experience in Financial Planning.
  • A minimum of seven years in the financial services industry.
  • Demonstrated ability to manage $10 million in transferable accounts.
  • Excellent communication and presentation capabilities.
  • Strong organizational skills with the ability to manage multiple priorities effectively.
  • Ability to collaborate within a team while also being self-driven.
  • Proficiency in Microsoft Excel, PowerPoint, and Outlook.
The ideal candidate will possess outstanding communication skills, both written and verbal, along with strong organizational and interpersonal abilities. We seek an individual who is proactive, sales-oriented, and versatile, capable of contributing to the growth of our organization.