Licensed Wealth Management Advisor | Base Pay + Team Support

Crescent Search, Inc.; Covington (LA); On-site; USD 58,500 - 71,500; Full time

Job summary

A regional bank is seeking a licensed Financial Advisor committed to supporting the Wealth Management Team. The role offers a guaranteed base compensation starting at $65K. Ideal candidates will possess experience in Financial Advisory Firms and demonstrate strong teamwork skills. Join a team that values diversity and inclusivity while helping clients achieve their financial goals.

Qualifications

• Must be licensed in all areas for a Financial Advisor.
• Experience in Financial Advisory Firms preferred.
• Background in financial planning services is a plus.

Responsibilities

• Work as a team player for the Wealth Management Team and the bank.

Skills

Ability to work in a team environment

Strong commitment to supporting the Wealth Management Team

Education

Licensed in all areas for a Financial Advisor

Job description

A leading regional bank with a fantastic reputation!

About the Role

This individual Is licensed in all the areas for a Financial Advisor. After the usual 3-year subsidy with most Financial Advisory Firms, come to realize they either can’t make it on straight commissions - BUT still want to work in a position supporting the whole Wealth Management Team AND have a guaranteed Base Compensation.

Responsibilities

• Team Player who is willing to work for the benefit of the Wealth Management Team AND the bank.

Qualifications

• Licensed in all areas for a Financial Advisor.

Required Skills

• Ability to work in a team environment.
• Strong commitment to supporting the Wealth Management Team.

Preferred Skills

• Experience in Financial Advisory Firms.
• Background in financial planning services.

Pay range and compensation package

Guaranteed Base Compensation starting at $65K

Equal Opportunity Statement

We are committed to diversity and inclusivity.