Financial Advisor, Wealth Solutions

b1BANK; Port Allen (LA); On-site; USD 70,000 - 100,000; Full time

Job summary

b1BANK in Port Allen, Louisiana is seeking a dedicated Financial Advisor to manage client relationships through tailored investment advice and comprehensive financial planning. The ideal candidate will have relevant experience in the financial services sector with a track record of building valuable client connections.

This role requires a proactive approach in identifying client needs and providing exceptional service with strong problem-solving skills. Candidates should hold a Bachelor’s degree in Finance or a related field, with professional certifications preferred.

Qualifications

• 4-7 years of sales experience in the financial service industry.
• Must possess strong analytical skills and attention to detail.
• Must obtain active FINRA Series 7 and/or Series 65 licenses.

Responsibilities

• Develop and maintain client relationships through comprehensive planning.
• Conduct financial analysis to tailor investment strategies.
• Cross-sell products and coordinate with service teams for delivery.

Skills

Client relationship development

Financial planning

Portfolio management

Sales experience

Communication skills

Education

Bachelor's degree in Finance, Economics, Business Administration

Master’s degree or professional certifications (e.g., CFP®, CFA)

Tools

Financial planning software

Microsoft Suite

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 from 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.

Equal Opportunity Employer/Veterans/Disabled