Investment Strategy Specialist

2 weeks ago


Jackson, Wyoming, United States Rival Sourcing LLC Full time
Position Overview

As a Financial Consultant at Rival Sourcing LLC, you will play a crucial role in fostering and nurturing client relationships. Your responsibilities will include:

  • Client Relationship Management: Build and sustain trust with clients by thoroughly understanding their financial needs, offering tailored advice, and ensuring an outstanding client experience.
  • Business Development: Drive growth by acquiring new assets from both existing clients and new prospects.
  • Comprehensive Financial Advisory: Guide clients on their overall financial health, encompassing asset allocation, investment management, wealth planning, and banking solutions.
  • Collaboration with Specialists: Work alongside internal experts to deliver interdisciplinary insights and solutions to clients.
  • Holistic Planning: Ensure that proposed financial strategies align with clients' short, medium, and long-term objectives through a comprehensive planning approach.
  • Compliance and Risk Management: Adhere strictly to all regulatory guidelines, risk policies, and security measures.

Qualifications

We are looking for candidates who are:

  • Dynamic and entrepreneurial, thriving in a competitive financial landscape.
  • Proactive and innovative thinkers who excel at problem-solving.
  • Client-focused, dedicated to enhancing the client experience.
  • Proven sales achievers with strong business acumen.
  • Effective communicators with exceptional presentation skills.
  • Organized and disciplined in their approach to business.
  • Well-connected within the community with a robust professional network.
  • Knowledgeable in investments, wealth management, and banking concepts.
  • Experienced with equity, fixed income markets, and alternative investments.

Position Requirements

To be considered for this role, candidates must possess:

  • A minimum of six years of experience in Private Banking or Financial Services.
  • A Bachelor's degree is required; advanced degrees such as MBA, JD, CFA, CKA, or CFP are preferred.
  • A Series 65 license is mandatory for this position.


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