Financial Advisor: Build Clients & Investment Plans

Gulf Coast Bank; Abbeville (LA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid Vacation/Sick Leave/Holidays

Overhead paid by Gulf Coast Bank

Client referral network

Job summary

Gulf Coast Bank, founded in Abbeville, LA, is seeking an experienced Financial Advisor to manage a book of business in the Acadiana area. The ideal candidate will recruit and cultivate clients, deliver tailored financial planning, and guide investment strategies to help clients achieve their goals.

As a trusted advisor, you will work closely with clients to assess needs, recommend solutions, monitor performance, and adjust plans as life changes occur.

Qualifications

• Bachelor's degree required or preferred in Business, Finance, or related field.
• 5+ years of sales experience.
• 3+ years of related experience in investment sales, Brokerage/Insurance and/or Banking/Retail.
• Must currently possess Life, Health and Accident Insurance Licenses – fixed annuity and variable annuity and be in good standing; FINRA Investment Licenses – Series 7 and Series 66, or Series 7 with Series 63 and 65.

Responsibilities

• New Business Development: Acquire new customers and grow existing client base through community engagement, seminars, events, and referrals.
• Assess client financial needs and design sound financial plans to meet objectives; prepare strategy recommendations and investment roadmaps.
• Monitor client portfolios, provide updates, adjust plans and communicate investment opportunities.
• Maintain fiduciary duties and regulatory compliance; keep detailed records and stay informed on relevant laws and fees.

Skills

Sales experience

Financial advisory

Client relationship management

Education

Bachelor's degree in Business, Finance, or related field

Job description

Gulf Coast Bank, founded in Abbeville, LA, is seeking an experienced Financial Advisor to manage a book of business in the Acadiana area. The ideal candidate will recruit and cultivate clients, deliver tailored financial planning, and guide investment strategies to help clients achieve their goals.

As a trusted advisor, you will work closely with clients to assess needs, recommend solutions, monitor performance, and adjust plans as life changes occur.