Financial Advisor, Wealth Solutions

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

Job summary

Business First Bank in Louisiana seeks a Financial Advisor to nurture client relationships through comprehensive financial planning and tailored investment advice. The role requires solid knowledge of markets, personal finance, and a commitment to excellent service.

Responsibilities include soliciting prospects, developing financial plans, recommending investments, coordinating with bank teams, and ensuring regulatory compliance.

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

• Prospect referrals and identify prospects via bank system, campaigns, mailing lists, and personal contacts.
• Build relationships with client contacts; anticipate solutions and implement.
• Conduct thorough financial planning and analysis to grasp clients’ needs and risk tolerance.
• Craft personalized financial plans and investment strategies meeting clients’ goals.
• Offer ongoing advice and portfolio management; adjust as needed.
• Coordinate with cross-company service teams for timely delivery and issue resolution.
• Cross-sell products and lead development of new solutions; manage presentations and sales.
• Display sound technical and industry knowledge in managing client needs from initial appointment.
• Forges relationships with bank team, community contacts, and professional advisors to identify leads.
• Ensure regulatory and compliance requirements are met.

Skills

Client relationships

Sales experience

Financial analysis

Education

Bachelor's degree in Finance/Economics/Business Administration

Master’s degree or CFP/CFA preferred

Tools

Microsoft Excel

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.

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.