Financial Advisor, Wealth Solutions

Clear Destination Inc.; Baton Rouge, Northern (LA, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Clear Destination Inc. seeks a seasoned Financial Advisor to build and maintain client relationships through comprehensive financial planning and tailored investment advice.

You will proactively identify prospects, perform in-depth financial analysis, craft personalized plans, and coordinate cross-team delivery while ensuring regulatory compliance and exceptional service.

Qualifications

• Bachelor degree in Finance, Economics, Business Administration, or related field required.
• Master’s degree or professional certifications (e.g., CFP®, CFA) preferred.
• 4-7 years of sales experience in the financial service industry is required.
• Must demonstrate ability to develop and maintain client relationships.
• Proficient in financial markets, investment products, and personal finance principles.
• Demonstrates strong financial and analytical skills.
• Possess strong organizational and interpersonal skills.
• Must demonstrate strong oral and written communication skills to effectively communicate with co-workers and clients.
• Detail-oriented with strong ethical standards and professionalism.
• Proficient in computer skills, financial planning software, and Microsoft Suite.
• Must have active FINRA Series 7 (Registered Representative) and/or Series 65 (Investment Advisor) licenses, or the ability to obtain these licenses within 75 days of hire.

Responsibilities

• Proactively follows up on prospect referrals and identifies potential prospects.
• Develops strong working relationships with client contacts and delivers solutions.
• Conducts thorough financial planning and analysis to understand clients’ needs and risk tolerance.
• Crafts personalized financial plans and investment strategies.
• Offers ongoing advice and portfolio management and adjusts strategies as needed.
• Ensures client satisfaction by coordinating with cross‑company service teams.
• Cross‑sells products and leads development of new solutions and services.
• Demonstrates knowledge of products and services from initial appointment to implementation.
• Forges relationships with bank teams, community contacts, and advisors to identify leads.
• Complies with all regulatory and compliance requirements.

Skills

Client relationships

Sales

Financial planning

Regulatory compliance

Financial analysis

Communication skills

Attention to detail

Education

Bachelor degree in Finance, Economics, Business Administration, or related field

Master’s degree or professional certifications (CFP®, CFA) preferred

Job description

Summary

The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust understanding of financial markets, investment strategies, personal finance, and a commitment to exceptional client service.

Specific Job Functions

• Proactively follows up on prospect referrals from the bank system and identifies potential prospects through advertising campaigns, mailing lists, and personal contacts.
• Develops strong working relationships with client contacts, adding value by anticipating solutions and partnering with clients for implementation.
• Conducts thorough financial planning and analysis to grasp clients’ needs, objectives, and risk tolerance.
• Crafts personalized financial plans and investment strategies that meet clients’ goals and financial situations.
• Offers ongoing advice and portfolio management, modifying strategies as necessary due to changes in clients’ circumstances or financial landscape.
• Ensures client satisfaction by coordinating with cross-company service teams for timely delivery, issue resolution, and effectively communicating the clients’ concerns and needs.
• Cross-sells products/services and leads the development of new solutions to meet clients’ needs, coordinates presentations, involves experts as needed, closes sales, ensures smooth delivery of new services, and communicates emerging needs.
• Displays sound technical and industry knowledge in managing and delivering products and services for clients form the initial appointment, including transactions, analyzing needs, recommending improvements, and assessing the impact of new or additional services.
• Forges relationships with b1Bank team, community contacts, and professional advisors to identify leads and new business opportunities.
• Complies with all regulatory and compliance requirements.

Minimum Job Requirements

• Bachelor degree in Finance, Economics, Business Administration, or related field required.
• Master’s degree or professional certifications (e.g.,CFP®, CFA) preferred.
• 4-7 years of sales experience in the financial service industry is required.
• Must demonstrate ability to develop and maintain client relationships.
• Proficient in financial markets, investment products, and personal finance principles.
• Demonstrates strong financial and analytical skills.
• Possess strong organizational and interpersonal skills.
• Must demonstrate strong oral and written communication skills to effectively communicate with co-workers and clients.
• Detail-oriented with strong ethical standards and professionalism.
• Proficient in computer skills, financial planning software, and Microsoft Suite.
• Must have active FINRA Series 7 (Registered Representative) and/or Series 65 (Investment Advisor) licenses, or the ability to obtain these licenses within 75 days of hire.