Financial Advisor Assistant

Wells Fargo Advisors; Lafayette (LA); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Life insurance

Paid time off

Vision insurance

Bonus opportunities

Job summary

Wells Fargo Advisors is seeking a Client Service Associate to support Financial Advisors in Lafayette, LA. The role involves handling client inquiries, processing account activity, and coordinating with internal departments to ensure smooth service.

5+ years of admin or sales support experience is preferred, with FINRA registrations (Series 7/66) and MS Office proficiency. The position is full-time and in-person in Lafayette, LA, offering benefits such as health and life insurance, 401(k)

Qualifications

• 5+ years of administrative or sales support experience (or both) demonstrated through work or military.
• FINRA registration including Series 7 and 66 (or equivalents).
• Knowledge of brokerage or administrative support; ability to respond to inquiries.
• Basic MS Office skills (Word, Excel, Outlook) and client interaction experience.

Responsibilities

• Assist Financial Advisors with sales and servicing support.
• Act as liaison between Advisors and Compliance, Operations, and Administration.
• Schedule appointments for new and existing customers.
• Monitor referrals and sales results; issue sales/marketing information to clients.
• Provide customer service via phone and written correspondence; resolve issues.
• Prepare sales packages and process account-related requests; handle transfers.

Skills

Administrative experience

Sales support

Customer service

Microsoft Office proficiency

FINRA registration (Series 7/66)

Client interaction

Education

State Life and Insurance License

Tools

Microsoft Office

Job description

Come grow with us. We are hiring a Client Service Associate to join an

established team of Financial Advisors in the Lafayette area. By addressing our clients’ investment goals with sound strategies, we are able to help them succeed financially.

Required qualifications include 5+ years of administrative experience, sales support experience, or a

combination of both demonstrated through work or military experience.

Desired qualifications include financial services industry experience, ability to provide administrative

support including responding to prospect/client inquiries and requests for information, knowledge and

understanding of brokerage or administrative support and basic Microsoft Office® (Word, Excel and

Outlook) skills. Experience interacting directly with clients. FINRA registration including Series 7 and 66

(or FINRA recognized equivalents).

Job Description

Assists Financial Advisors by providing sales and servicing support. Act as liaison between Financial

Advisors and internal departments (Compliance, Operations and Administration). Duties may include,

but are not limited to the following: scheduling appointments for new and existing customers;

monitoring and tracking referrals and sales results; issuing sales/marketing information to clients;

providing customer service via telephone and written correspondence; solving operational issues;

preparing sales packages; ordering supplies; maintaining file system for prospective and existing

customers; processing customer service requests (address changes, statement copies, etc.); processing

new account applications, obtaining necessary documents, resolving inquiries and handling account

transfers.

The successful candidate will demonstrate the ability to work with a team and independently to

organize, prioritize, and complete tasks, provide administrative and sales support to Financial Advisors

through clerical and account-related duties including the flow of correspondence, and communicate

daily with clients.

Required Qualifications

5+ year of administrative experience, sales support experience, or a combination of both

demonstrated through work or military experience.

Desired Qualifications

Financial services industry experience

Ability to provide administrative support, including responding to prospect/customer inquiries

and requests for information

Knowledge and understanding of brokerage or administrative support

Basic Microsoft Office® (Word, Excel and Outlook) skills

Experience interacting directly with customers

FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)

State Life and Insurance License

Join our team as a Client Service Associate and make a significant impact on

the lives of our clients by helping them navigate their financial futures with confidence.

Job Type: Full-time

Pay: $TBD

Compensation Package:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Bonus opportunities

Ability to Commute/ Work Location:

Lafayette, LA 70508; in person

Direct Inquires Should Be Made To:

Christopher “Boyd” Hoyt, CFP®

1231 Camellia Blvd l Lafayette, LA 70508

Tel [phone] l Toll-Free 800-866-5440 l Fax [phone]

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Bordelon Detraz Group, LLC is a separate entity from WFAFN.