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Walnut Creek

    Senior Financial Advisor - Walnut Creek, United States - Rival Sourcing LLC

    Rival Sourcing LLC
    Rival Sourcing LLC Walnut Creek, United States

    1 week ago

    Default job background
    Description
    Private Wealth Advisor

    As an Advisor, You Are Expected To


    • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
    • Drive business results and acquire new assets, both from existing client base and new client acquisition
    • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
    • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
    • Connect your clients across all lines of business
    • Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
    • Strictly adhere to all risk and control policies, regulatory guidelines and security measure
    Qualifications


    • Energetic and entrepreneurial business builder who thrives and excels in a competitive industry
    • Proactive, takes initiative, and uses critical thinking to solve problems
    • Focuses on the client experience and works tirelessly on the client's behalf
    • Proven sales success and strong business acumen
    • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
    • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
    • Strong community presence with an established network
    • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
    • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estates
    Position Requirements


    • Six plus years of work experience; Private Banking or Financial Services industry preferred
    • Bachelors degree required; MBA, JD, CFA, or CFP preferred
    • Series 7 & 66 licenses required for position
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