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    Financial Advisor - San Antonio, United States - Rival Sourcing LLC

    Rival Sourcing LLC
    Rival Sourcing LLC San Antonio, United States

    2 weeks ago

    Default job background
    Description
    Responsibilities
    • Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
    • Developing new client relationships through contacts and networking
    • Developing business through retail custodial branches at Charles Schwab, Fidelity, and TD Ameritrade
    • Servicing and advising clients relative to their wealth management, investment, and financial planning needs
    • Representing the firm in a positive and professional manner
    Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

    Qualifications
    • Four-year college degree (Bachelor's Degree in Finance, Business or Economics is preferred)
    • Professional Financial Designation (CFP or CFA designations preferred)
    • Financial Planning Experience
    • At least seven years of industry experience
    • Must have $10 million in transferrable managed accounts
    • Strong communication and presentation skills
    • Ability to handle multiple tasks and complete in a timely manner
    • Ability to work with a team, yet be a self-starter
    • Proficient in Excel, PowerPoint and Outlook
    Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.
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