Ensemble Wealth Advisor - Collaborative Planning Lead

H Cap Connect, LLC; Baton Rouge (LA); On-site; USD 90,000 - 180,000; Full time

Job summary

H Cap Connect, LLC, based in Baton Rouge, LA, is seeking an Ensemble Financial Advisor to join its wealth management advisory team. This role emphasizes collaborative client service, comprehensive financial planning, and teamwork rather than building a solo practice.

You will work with seasoned advisors to support and manage established client relationships and growth of the practice. The position focuses on discovery through ongoing advice, with opportunities to assume greater client leadership

Qualifications

• Approximately 5+ years of experience in financial planning, wealth management or a related advisory environment.
• Series 7 and Series 66, or equivalent registrations, preferred.
• Insurance licensing preferred or willingness to obtain as needed.
• Strong financial planning knowledge and the ability to work through complex client situations.
• Experience working directly with affluent or high-net-worth clients.
• Comfort with financial planning and wealth management technology.
• Excellent written and verbal communication skills.
• Strong critical-thinking and problem-solving abilities.

Responsibilities

• Partner with senior advisors in the management and development of existing client relationships.
• Prepare for and participate in client review, planning and strategy meetings.
• Develop and update comprehensive financial plans based on clients' goals, priorities and changing circumstances.
• Help clients understand complex financial concepts and translate recommendations into clear, actionable next steps.
• Provide ongoing advice across areas including retirement planning, investments, cash flow, risk management, estate planning considerations and other wealth management needs.
• Coordinate with internal team members and outside professionals to help provide comprehensive advice.
• Monitor client plans and identify opportunities or issues requiring additional planning or advisor attention.
• Build trusted relationships with clients through proactive communication and consistent follow-through.
• Collaborate with other advisors and team members on shared client relationships.
• Maintain accurate client records and adhere to firm and regulatory requirements.
• Continue developing technical expertise and professional capabilities.
• As experience and relationships develop, take on increasing responsibility for leading client relationships.
• Participate appropriately in the firm's growth and relationship-development efforts.

Job description

H Cap Connect, LLC, based in Baton Rouge, LA, is seeking an Ensemble Financial Advisor to join its wealth management advisory team. This role emphasizes collaborative client service, comprehensive financial planning, and teamwork rather than building a solo practice.

You will work with seasoned advisors to support and manage established client relationships and growth of the practice. The position focuses on discovery through ongoing advice, with opportunities to assume greater client leadership