Current jobs related to Investment Advisor Representative - Cedar Park, Texas - Rival Sourcing LLC

  • Investment Portfolio Manager

    2 weeks ago

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

    Job SummaryRival Sourcing LLC is seeking a highly motivated and experienced Investment Advisor Representative to join our team. As an Advisor, you will be responsible for managing and maintaining relationships with clients, driving business results, and advising clients on their overall balance sheet.Key ResponsibilitiesClient Relationship Management:...

  • Financial Solutions Advisor-Consumer Investments

    1 week ago

    Cedar Park, Texas, United States Bank of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our goal is to create a workplace where our teammates can thrive and grow, and where we can deliver exceptional results for our clients.As a Financial Solutions Advisor-Consumer Investments, you will play a critical role in helping...

  • Financial Solutions Advisor-Consumer Investments

    2 weeks ago

    Cedar Park, Texas, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through comprehensive advice and customized solutions. As a Financial Solutions Advisor-Consumer Investments, you will play a critical role in providing expert guidance and support to our clients, helping them navigate the complexities of personal...

  • Financial Solutions Advisor

    1 week ago

    Cedar Park, Texas, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We believe in being a great place to work for our teammates around the world, and we invest heavily in their physical, emotional, and financial well-being.This role is responsible for providing comprehensive advice...

  • Financial Solutions Advisor

    2 weeks ago

    Cedar Park, Texas, United States Bank of America Full time

    Job DescriptionAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions. As a Financial Solutions Advisor, you will play a critical role in providing comprehensive advice and guidance to clients, helping them navigate the complexities of the financial markets and make...

  • Financial Representative Trainee

    1 week ago

    Cedar Park, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Key...

  • Customer Service Representative

    2 weeks ago

    Cedar Park, Texas, United States Toyota of Cedar Park Full time

    Customer Service RepresentativeAt Toyota of Cedar Park, we strive to create a supportive and competitive work environment that fosters growth and success. Our team is the backbone of our organization, and we believe in investing in their development and well-being. As a Customer Service Representative, you will play a vital role in ensuring our customers...

  • Sales Representative

    2 weeks ago

    Cedar Park, Texas, United States GO Car Wash Management Corp Full time

    About the RoleWe're seeking a highly motivated and customer-focused Sales Advisor to join our team at GO Car Wash Management Corp. As a Sales Advisor, you'll play a key role in driving our success by helping customers care for their cars and selling our car wash memberships.Key Responsibilities:Engage with customers to understand their needs and...

  • Office Coordinator

    2 weeks ago

    Cedar Park, Texas, United States Magellan Financial & Insurance Services, Inc. Full time

    At Magellan Financial & Insurance Services, Inc., we're seeking a highly skilled and organized Office Administrator to join our team. As a key member of our administrative staff, you'll play a critical role in supporting our financial advisors and clients.Responsibilities:Assist advisors with account openings and client documentation.Manage client records,...

  • Express Service Representative

    2 weeks ago

    Cedar Park, Texas, United States Toyota of Cedar Park Full time

    {"h1": "Express Service Advisor", "p": "At Toyota of Cedar Park, we strive to create a supportive and competitive work environment that fosters growth and success. Our team is dedicated to delivering exceptional customer experiences and exceeding expectations. With a strong focus on work/life balance, we offer a range of benefits and opportunities for career...

  • Technical Advisor

    2 weeks ago

    Deer Park, Texas, United States Orion Talent Full time

    Job Title: Technical AdvisorJob Summary: Orion Talent is seeking a skilled Technical Advisor to oversee the execution of assigned projects, ensuring timely completion, budget adherence, and compliance with client specifications and company standards.Key Responsibilities:1. Serve as the company's technical representative in both field and office environments,...

  • Sales Representative

    1 week ago

    Cedar Park, Texas, United States Allstate Insurance Agency - J. Biscoe Full time

    We are seeking a highly motivated and results-driven Sales Agent to join our team at Allstate Insurance Agency - J. Biscoe. As a Sales Agent, you will be responsible for helping customers secure the best policies with appropriate coverages to protect them and their families. You will become a trusted advisor, providing exceptional customer service and...

  • Sales and Customer Service Representative

    2 weeks ago

    Cedar Park, Texas, United States Massage Envy Full time

    About UsAt Massage Envy Cedar Park, we're passionate about helping others achieve their wellness goals. Our team is dedicated to delivering exceptional customer experiences and growing our member base to make a positive impact on our community.Perks and Benefits$15/hour plus bonuses and commissionsEmployer-paid healthcare, including medical, dental, and...

  • Financial Professional

    4 weeks ago

    Cedar Park, Texas, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial TraineeAt Mutual of Omaha, we're committed to helping you succeed in your career as a Financial Trainee. Our comprehensive program is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We Offer:Competitive Hourly Wage: $16/hour for up to 30 daysPromotion...

  • Sales and Customer Service Representative

    1 month ago

    Cedar Park, Texas, United States Massage Envy Full time

    About the RoleWe're seeking a highly motivated and customer-focused individual to join our team as a Sales and Customer Service Associate. As a key member of our team, you will be responsible for providing exceptional customer service, promoting our wellness programs, and supporting the growth and retention of our client base.Key ResponsibilitiesProvide...

  • Financial Representative Trainee

    2 weeks ago

    Galena Park, Texas, United States Mutual of Omaha Full time

    Financial Representative TraineeAt Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a key role in delivering exceptional customer service and building strong relationships with our clients.Key Responsibilities:Participate in a comprehensive training program to develop...

  • Seasonal Beauty Representative

    7 days ago

    Cedar Hill, Texas, United States Ulta Beauty Full time

    Key Responsibilities:As a Beauty Advisor at Ulta Beauty, you will be responsible for providing exceptional customer service, answering product and service questions, and partnering with management to ensure guest needs are met.Key Skills:Excellent communication and interpersonal skills, ability to work in a fast-paced environment, and a passion for beauty...

  • Senior Technical Consultant

    2 weeks ago

    Deer Park, Texas, United States Orion Talent Full time

    Position Overview:We are seeking a highly skilled and experienced Technical Advisor to join our team. As a Technical Advisor, you will be responsible for overseeing the execution of assigned projects, ensuring they are completed on time, within budget, and in full compliance with client specifications and company standards.Key Responsibilities:• Serve as...

  • Solar Energy Consultant

    1 month ago

    University Park, Texas, United States Apricot Solar Full time

    About Apricot SolarWe are a leading provider of solar energy solutions, committed to helping individuals and families save money, add value to their homes, and improve their quality of life through renewable technology.Job DescriptionAs a Solar Advisor/Sales Representative, you will be responsible for demonstrating, promoting, and selling our products and...

  • Field Service Client Administrator

    2 weeks ago

    Iowa Park, Texas, United States Aventiv Technologies, LLC Full time

    Job Purpose:The Field Service Client Administrator is responsible for developing a trusted advisor relationship with facility staff members. This role involves establishing oneself as the point of contact for managing day-to-day services and support needs, with the goal of improving customer loyalty and satisfaction.As the primary representative between...

Investment Advisor Representative

2 months ago

Cedar Park, Texas, United States Rival Sourcing LLC Full time
About the Role

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

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their needs, and providing tailored advice and solutions.
  • Business Development: Drive business results by acquiring new assets and expanding existing client relationships.
  • Financial Planning: Advise clients on their overall balance sheet, including asset allocation, investment management, and wealth planning.
  • Collaboration: Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
  • Client Acquisition: Connect clients across all lines of business and ensure that proposed solutions meet their needs and objectives.
  • Compliance: Adhere to all risk and control policies, regulatory guidelines, and security measures.
Requirements
  • Education: Bachelor's or master's degree in finance or a related field.
  • Experience: A minimum of 6 years' higher education and/or work experience, including a minimum of 4 years' investment sales experience.
  • Licenses: FINRA Series 7, 63, and 65 or 66 licenses, and pertinent state Life/Variable Insurance (LAH) licenses.
  • Designations: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), and/or ChFC (Chartered Financial Consultant) designation.
About Rival Sourcing LLC
  • History: A solid understanding and reputation in the financial services industry.
  • Full Service: A comprehensive range of amenities to support the growth of your practice.
  • Supportive Environment: A collaborative and supportive team to help you grow your business.
  • Streamlined Operations: A direct access to decision-makers and a streamlined approval process.
  • Opportunities for Growth: Opportunities to build your own practice or move up in a practice.
  • No Service/Product Obligations: The freedom to choose the products and services you want to offer.
  • Client Ownership: The ability to keep your book of business and sell it if desired.
  • Strong Operations: A team of professionals to support you through the process.
  • In-House Compliance: A strong understanding of regulatory guidelines and compliance.
  • Investment in Our Advisors: A commitment to providing the latest technology and a supportive atmosphere.
  • Marketing Support: Assistance with web design and social media marketing.
  • Lead Generation: Access to lead campaigns within your areas.