Financial Advisor, Wealth Solutions

Business First Bank; Houma (LA); On-site; USD 60,000 - 90,000; Full time

Job summary

b1BANK in Houma, LA is seeking a Financial Advisor to build and maintain client relationships through comprehensive financial planning and tailored investment advice. The role requires a solid grasp of financial markets, investment products, and personal finance.

Responsibilities include prospecting, needs analysis, plan development, portfolio management, and cross‑team coordination to deliver timely solutions.

Qualifications

• Bachelor degree required in Finance, Economics, Business Administration, or related field.
• Master's degree or professional certifications (e.g., CFP®, CFA) preferred.
• 4–7 years of sales experience in financial services is required.
• Must demonstrate ability to develop and maintain client relationships and knowledge of financial markets.

Responsibilities

• Prospect referrals and identify new prospects through campaigns and contacts.
• Develop strong relationships with clients and coordinate solutions.
• Conduct financial planning and analysis to assess needs and risk tolerance.
• Craft personalized financial plans and investment strategies.
• Offer ongoing advice and portfolio management, adjusting as needed.
• Coordinate with cross-company teams to deliver services and resolve issues.
• Cross-sell products and develop new solutions for clients.
• Build relationships with b1Bank team and professional advisors.
• Ensure compliance with regulatory requirements.

Skills

Client relationship management

Financial planning

Investment advisory

Sales skills

Analytical skills

Communication skills

Cross-selling

Financial software

Education

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

MS degree or professional certifications (CFP®, CFA) preferred

FINRA Series 7 and/or Series 65 licenses

Tools

Microsoft Excel

CRM systems

Financial planning software

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.

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.

b1BANK is an Equal Opportunity Employer.