Financial Services Consultant
2 weeks ago
As a Financial Services Consultant at Rival Sourcing LLC, you will play a pivotal role in fostering client relationships and delivering tailored financial solutions. Your responsibilities will include:
- Client Relationship Management: Cultivate and sustain strong relationships with clients by building trust, comprehensively understanding their financial needs, and providing customized advice to enhance their overall experience.
- Business Development: Drive growth by acquiring new assets from both existing clients and new prospects.
- Comprehensive Financial Advisory: Guide clients on their entire financial landscape, including investment management, asset allocation, wealth planning, and banking requirements.
- Collaboration with Specialists: Work alongside internal experts to deliver interdisciplinary insights to clients as necessary.
- Holistic Solutions: Ensure that the financial strategies proposed 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
To excel in this role, candidates should possess:
- An energetic and entrepreneurial spirit, thriving in a competitive financial landscape.
- A proactive approach, demonstrating initiative and critical thinking in problem-solving.
- A commitment to enhancing the client experience, advocating tirelessly on their behalf.
- A proven track record in sales and strong business acumen.
- Exceptional communication and presentation skills, coupled with a dynamic professional demeanor.
- Strong organizational capabilities, applying a disciplined approach to business management.
- A well-established network and community presence.
- A solid understanding of investments, wealth management, credit, and banking concepts.
- In-depth knowledge of equity, fixed income markets, and alternative investments, including Hedge Funds and Private Equity.
Position Requirements
Candidates must meet the following criteria:
- A minimum of six years of experience in the Private Banking or Financial Services sector.
- 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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