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Bellevue

    Financial Advisor - Bellevue, United States - Rival Sourcing LLC

    Rival Sourcing LLC
    Rival Sourcing LLC Bellevue, United States

    5 days ago

    Default job background
    Description

    ESSENTIALFUNCTIONS:

    • Providing exceptional service to our clients with objective, unbiased advice
    • Preparing for client meetings with a thorough review of paperwork and prior meeting notes
    • Deepening existing client relationships through a true "servant's heart" frame of reference
    • Providing professional administrative support for various functions in the client relationship
    • Updating files and records in the SmartOffice Client Relationship Manager (CRM) system
    • Completing and following up on paperwork for client onboarding and ongoing service
    • Conducting research on planning topics and completing firm wide projects, as assigned
    • Maintaining proactive and reactive communication with clients under the highest levels of compliance and privacy
    • Assisting in the creation of financial reports, including data gathering and analysis, recommendation development, implementation, and ongoing reviews
    • Having a genuine respect for each team member's value and role in the client relationship

    QUALIFICATIONS:

    • Sincere enthusiasm to make a difference in other's lives
    • Passion for aiding people who have worked hard and help them organize, simplify, and make the most out of their lives
    • Working with others in a close, collaborative team environment
    • Be willing to grow in your profession through learning, practical experience, and mentoring
    • A long-term focus on building your career with our firm with a sincere desire to grow
    • Bachelor's degree from an accredited college or university 3-5+ years of industry experience Familiarity with any of the following preferred: SmartOffice, Tamarac Reporting, DocuSign, LaserApp, Morningstar, or Pershing NetX360
    • Have or be working towards the CERTIFIED FINANCIAL PLANNERTM designation preferred

    COMPENSATION AND BENEFITS:

    • Non-commission based salary determined by experience and education
    • Paid holidays following the New York Stock Exchange schedule
    • Paid medical, dental, and vision insurance
    • Company 401k plan with employer match
    • Eligibility for participation in profit sharing after three years with the firm
    • Support of your ongoing education and additional career development opportunities
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