Independent Financial Advisor - Jackson, United States - Rival Sourcing LLC

Description

• 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, CKA or CFP preferred
• Series 65 license required for position