Director of Investments & Wealth Planning

The Ansardi Group; Belle Chasse (LA); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

401(k) with employer match

Profit sharing

Paid time off

Licensing and professional development

Job summary

The Ansardi Group is seeking a Director of Investments and Wealth Planning in Belle Chasse, LA. The role combines hands-on portfolio management, planning, and advisor and client support for an established client base.

You will work with advisors to translate research into thoughtful recommendations, implement portfolio decisions, and navigate complex financial matters with ownership and a commitment to high-quality work.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Series 7 license required.
• Experience in wealth management or financial advisory.
• Strong Excel skills and financial modeling.

Responsibilities

• Lead portfolio management and investment design aligned with the firm’s philosophy.
• Execute trades, review holdings, allocations, and performance.
• Develop comprehensive financial plans addressing retirement, tax, estate, and wealth transfer.
• Support advisors and clients; prepare meetings and translate research into actionable steps.

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field

Series 7 license

Experience in wealth management or financial advisory

Strong Excel skills and financial modeling

Tools

CRM familiarity

Job description

Hiring - Director of Investments and Wealth Planning

Shape wealth. Build legacies.

Belle Chasse, Louisiana | Greater New Orleans
Full-time, in-office | $100,000-$200,000 base salary plus performance-based bonuses

The opportunity

The Ansardi Group is seeking an experienced wealth management professional to help lead our investment
and financial planning process. This role brings together hands-on portfolio management, comprehensive
planning, and advisor and client support for an established client base.
You will work closely with our advisors to turn research and analysis into thoughtful recommendations,
implement portfolio decisions, and help clients navigate complex financial matters. The opportunity offers
substantial responsibility for someone who takes ownership and values careful, high-quality work.

About The Ansardi Group

We serve individuals, families, business owners, and retirees across the Gulf Coast region. Our practice is
built on long-term relationships, personalized guidance, and attentive service. Our team works collaboratively
and holds itself to a high standard of professionalism and care.

Key responsibilities

Portfolio and investment management

• Help design, implement, and monitor the firm’s investment models and portfolios in alignment with our investment philosophy.
• Execute portfolio trades and review holdings, allocations, and investment performance.
• Research investment managers, markets, and economic developments; present findings in a clear, useful format.
• Evaluate investment opportunities, develop portfolio recommendations, and contribute actively to investment discussions.

Comprehensive financial planning

• Develop detailed plans addressing retirement, tax considerations, estate planning, business succession, insurance, and wealth transfer.
• Research advanced planning strategies and maintain resources the advisory team can use on complex cases.
• Update plans and recommendations as clients’ circumstances, priorities, and goals evolve.

Qualifications and role details

Advisor and client support

• Serve as a resource to advisors on complex investment and planning questions.
• Review client statements, identify issues, and translate findings into practical next steps.
• Prepare for client meetings, participate in discussions, and take ownership of assigned client relationships.
• Help develop market commentary, client education, and firm communications.

Required qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Series 7 license.
• Prior experience within a wealth management or financial advisory firm.
• Strong Excel skills and comfort working with financial data and models.

Preferred qualifications

• CFP®, CFA, or CPA credential, or active progress toward one of these credentials.
• MBA or another advanced graduate degree.
• Familiarity with CRM platforms and financial planning software.
• Additional relevant professional designations and a commitment to continuing education.

The professional who will thrive here

You are intellectually curious, analytical, and engaged with investment research and planning strategy. You can explain a complex recommendation clearly to a client and present your reasoning effectively to colleagues. You take initiative, follow through, and notice details that matter. You work well with others, welcome responsibility, and bring sound judgment and a consistent standard of care to your work.

Compensation and benefits

• Base salary of $100,000-$200,000, commensurate with experience, plus performance-based bonuses.
• 401(k) with employer match and profit sharing.
• Paid time off.
• Licensing and professional development support and reimbursement.