- 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
- 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
- Six plus years of work experience; Private Banking or Financial Services industry preferred
- Bachelors degree required; MBA, JD, CFA, or CFP preferred
- Series 65 license required for position
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Financial Advisor - Denver, United States - Rival Sourcing LLC
Description
Private Wealth AdvisorAs an Advisor, You Are Expected To
