Financial Services Consultant

2 weeks ago


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

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.


  • Jackson, Wyoming, United States NBH Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Commercial Banking Relationship Officer to join our team at NBH Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key...


  • Jackson, Wyoming, United States SOL Engineering Services Full time

    Position OverviewThe Senior Accountant role at SOL Engineering Services is pivotal in supporting the Controller with the financial operations of the organization. This includes assisting in the preparation of timely financial reports, maintaining a robust accounting records system, and implementing a comprehensive set of controls and budgets aimed at...


  • Jackson, Wyoming, United States SOL Engineering Services Full time

    Position OverviewThe Senior Accountant role at SOL Engineering Services is integral to supporting the Controller in managing the company's financial operations. This includes contributing to the preparation of timely financial reports, maintaining a robust accounting record system, and implementing comprehensive controls and budgets aimed at minimizing risks...


  • Jackson, Wyoming, United States Teton County Full time

    Job OverviewSalary: $35.73 per hour DOEThis role is Non-Exempt, Full-Time and comes with comprehensive employee benefits, including fully covered premiums for Medical, Dental, and Vision insurance, along with a robust pension plan through the Wyoming Retirement System. Teton County also provides lifestyle perks, discounts at recreation centers, paid sick...


  • Jackson, Wyoming, United States U.S. Bank Full time

    Position OverviewAt U.S. Bank, we are committed to excellence in serving our clients. Our mission is to empower individuals and businesses to make informed financial choices while fostering growth within the communities we serve. We recognize that every team member brings unique strengths to our collective goals. A career with U.S. Bank offers a diverse...


  • Jackson, Wyoming, United States Rival Sourcing LLC Full time

    Position OverviewAs a Financial Consultant at Rival Sourcing LLC, you will play a pivotal role in fostering client relationships and delivering tailored financial solutions. Your expertise will be essential in guiding clients through their financial journeys, ensuring they receive exceptional service and support.Key ResponsibilitiesBuild and nurture strong...


  • Jackson, Wyoming, United States Rival Sourcing LLC Full time

    Position OverviewAs 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...


  • Jackson, Wyoming, United States Teton County Full time

    Job OverviewSalary: $28.74 Per Hour DOEPosition Summary:The Teton County Library is dedicated to promoting literacy and lifelong learning, igniting creativity, and enhancing community engagement. Our library system has evolved since its inception, now serving as a vital hub for information and cultural enrichment in the region.Role Highlights:The ideal...


  • Jackson, Wyoming, United States Teton County Full time

    Job OverviewSalary: $28.74 Per Hour DOELIBRARY MISSIONTeton County Library is dedicated to promoting literacy and lifelong learning, encouraging creativity, and enhancing community engagement. Our vision is to create a welcoming environment where individuals can pursue their interests, connect with others, and explore new ideas.The Library is a cherished...


  • Jackson, Wyoming, United States Teton County Full time

    Job OverviewSalary: $28.74 Per Hour DOEPosition Summary:The Teton County Library is dedicated to promoting literacy and lifelong learning, igniting creativity, and enhancing community engagement. Our mission is to create a welcoming environment where individuals can connect, explore new ideas, and participate in civic activities. Since our inception in 1938,...


  • Jackson, Wyoming, United States Bank of Montreal Full time

    Role Overview:The Associate Banker is responsible for delivering outstanding service to customers and prospects of BMO. This role involves identifying customer needs and providing informed advice on financial solutions that align with their best interests.Key Responsibilities:Collaborate with branch colleagues and BMO partners to enhance the customer...


  • Jackson, Wyoming, United States Hotel Terra & Teton Mountain Lodge, by Noble House Full time

    Position OverviewLocated at the foot of Jackson Hole Mountain Resort, our esteemed 4-diamond hotel draws visitors from across the globe. Experience our acclaimed dining, rejuvenating spa, and be part of a vibrant, spirited team.Role SummaryAs a Bell Attendant, you will be the initial point of contact for our guests. Your friendly demeanor and professional,...

  • Residential Cleaner

    2 weeks ago


    Jackson, Wyoming, United States Apartment Management Consultants Full time

    Position Overview:We are currently in search of a dedicated Housekeeper.Role Summary: Housekeepers play a crucial role in ensuring the cleanliness and orderliness of property facilities and surroundings. This position involves a variety of responsibilities aimed at maintaining high standards of hygiene and presentation.Key Responsibilities:Prepare unoccupied...


  • Jackson, Wyoming, United States Jorgensen Associates, Inc. Full time

    Job OverviewPosition: Geotechnical Project ManagerCompany: Jorgensen Associates, Inc.Are you ready to leverage your expertise in a dynamic and collaborative environment? Jorgensen Associates, Inc., a reputable engineering firm with a rich history, is seeking a seasoned Geotechnical Project Manager to oversee critical projects in our various offices.Key...


  • Jackson, Wyoming, United States Bank of Montreal Full time

    Role Overview:The Associate Banker is responsible for delivering outstanding service to customers and potential clients of BMO. This role involves identifying customer requirements and providing tailored advice on financial solutions that align with their best interests.Key Responsibilities:Collaborate effectively within the branch and with BMO partners to...


  • Jackson, Wyoming, United States Jorgensen Associates, Inc. Full time

    Job OverviewPosition: Geotechnical Project EngineerCompany: Jorgensen Associates, Inc.Role SummaryAre you ready to apply your expertise in a collaborative and engaging work environment? Jorgensen Associates, Inc., a well-established engineering firm, is looking for a skilled Geotechnical Project Engineer to contribute to our projects across various...


  • Jackson, Wyoming, United States Black Diamond Full time

    Part-Time Retail Sales ConsultantWe are seeking enthusiastic part-time retail sales consultants to join our dynamic team. This role is essential in delivering a remarkable customer experience while promoting our exceptional products.Key Responsibilities:Provide outstanding customer service and support.Maintain an organized and inviting store...


  • Jackson, Wyoming, United States Energy 1 Full time

    **Energy 1 LLC: A Leading Provider of Custom Electrical Solutions**We are seeking a highly skilled and experienced Licensed Electrician to join our Electrical Division in Jackson, WY. As a key member of our team, you will be responsible for delivering exceptional electrical services to our high-end residential and commercial clients.**Key Qualifications:**WY...


  • Jackson, Wyoming, United States Pyramid Global Hospitality Full time

    About the RoleWe are seeking a skilled and certified Esthetician to join our team at Pyramid Global Hospitality. As a key member of our Grand View Spa team, you will be responsible for providing exceptional skin care services to our clients.Key ResponsibilitiesConduct thorough skin analyses and consultations to assess clients' skin care needsProvide...


  • Jackson, Wyoming, United States Jorgensen Associates, Inc. Full time

    Job OverviewPosition: Geotechnical Project EngineerCompany: Jorgensen Associates, Inc.Role SummaryThe Geotechnical Project Engineer will play a crucial role in the execution of geotechnical engineering projects. This position involves applying established principles of geotechnical engineering to ensure high-quality technical design and consulting services....