Investment Advisor Representative&nbsp; As an Advisor, You Are Expected To &bull; 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 &bull; Drive business results and acquire new assets, both from existing client base and new client acquisition &bull; Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs &bull; Partner with internal specialists to provide interdisciplinary expertise to clients when needed &bull; Connect your clients across all lines of business &bull; Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach &bull; Strictly adhere to all risk and control policies, regulatory guidelines and security measure Qualifications &bull; Energetic and entrepreneurial business builder who thrives and excels in a competitive industry &bull; Proactive, takes initiative, and uses critical thinking to solve problems &bull; Focuses on the client experience and works tirelessly on the client&rsquo;s behalf &bull; Proven sales success and strong business acumen &bull; Dynamic and credible professional who communicates with clarity and has exceptional presentation skills &bull; Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business &bull; Strong community presence with an established network &bull; Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts &bull; 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 &bull; Six plus years of work experience; Private Banking or Financial Services industry preferred &bull; Bachelors degree required; MBA, JD, CFA, CKA or CFP preferred &bull; Series 65 license required for position &nbsp;

Independent Financial Advisor

Rival Sourcing
Jackson, WY

Job Summary

Additional Details

Independent Financial Advisor

Rival SourcingJackson, WY

Job Summary

Additional Details

Rival Sourcing
Jackson, WY