Financial Advisor

Simple Staffing; Metairie (LA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Dental insurance

401(k)

Vision insurance

Flexible schedule

Life insurance

401(k) matching

Retirement plan

Flexible spending account

Health savings account

Professional development assistance

Employee assistance program

Job summary

Strategic Wealth Specialists is seeking a knowledgeable Financial Advisor to join our team in Metairie, LA. You will provide expert guidance on investment management, estate planning, and wealth management while building and maintaining client relationships.

The role requires strong financial analysis skills, the ability to translate complex data into tailored recommendations, and excellent communication. We offer comprehensive benefits and a supportive, client-focused environment.

Qualifications

• Minimum 2+ years in financial advisory roles.
• Strong knowledge of wealth management and estate planning.
• Ability to translate complex financial data into client-friendly advice.
• Excellent client service and communication skills.

Responsibilities

• Assess clients' financial situations and develop personalized financial plans.
• Provide guidance on investment management and portfolio strategies.
• Advise on estate planning, wills, trusts, and estate law.
• Conduct financial analysis to identify growth opportunities and risk.
• Stay updated on securities law and tax regulations.
• Utilize financial software for data analysis and reporting.
• Build relationships with clients using CRM techniques.
• Collaborate with banking, accounting and asset management professionals.
• Research market trends to provide informed advice.

Skills

Wealth management

Investment strategies

Financial analysis

Estate planning

Customer relationship management

Tools

Financial software

Job description

* Simple Staffing is hiring for this position on behalf of Strategic Wealth Specialists *

We are seeking a dedicated and knowledgeable Financial Advisor to join our team. The ideal candidate will possess a strong understanding of financial concepts and be passionate about helping clients achieve their financial goals. This role involves providing expert advice on various financial matters, including investment management, estate planning, and wealth management. As a Financial Advisor, you will build and maintain client relationships while delivering exceptional service and tailored financial solutions.

Duties

• Assess clients' financial situations and develop personalized financial plans to meet their needs.
• Provide guidance on investment management, cash management, and portfolio management strategies.
• Advise clients on estate planning, wills, trusts, and estate law to ensure their assets are managed according to their wishes.
• Conduct thorough financial analysis to identify opportunities for growth and risk mitigation.
• Stay updated on securities law and tax regulations to provide informed advice.
• Utilize financial software for data analysis and reporting to enhance client presentations.
• Build strong relationships with clients through effective customer relationship management techniques.
• Collaborate with other professionals in banking, accounting, and asset management as necessary.
• Conduct research on market trends and investment opportunities to provide the best advice possible.

Skills

• Strong understanding of financial concepts including wealth management, financial planning, and investment strategies.
• Proficient in financial analysis with the ability to interpret complex data effectively.
• Knowledge of estate planning principles, securities law, tax experience, and wills & trusts.
• Excellent math skills for accurate calculations related to investments and financial projections.
• Experience in financial sales with a proven track record of building client relationships.
• Familiarity with corporate accounting, public accounting, technical accounting, and asset management practices.
• Strong research skills to stay informed about market trends and regulatory changes.
• Proficient in using various financial software tools for analysis and reporting purposes.
• Exceptional communication skills with the ability to explain complex concepts clearly to clients.

• Health insurance
• Paid time off
• Dental insurance
• 401(k)
• Vision insurance
• Flexible schedule
• Life insurance
• 401(k) matching
• Retirement plan
• Flexible spending account
• Health savings account
• Professional development assistance
• Employee assistance program