Personal Wealth Advisor - Build Tailored Financial Plans

RHB Banking Group; Branch (LA); On-site; USD 50,000 - 70,000; Full time

Job summary

RHB Banking Group is seeking a Financial Advisor in Branch, Louisiana. This role involves acquiring new clients, conducting financial analyses, and developing tailored financial plans. Applicants should have a Bachelor's degree, 2–3 years of experience in financial advisory or banking, and strong communication skills. Knowledge of financial products and proficiency in Microsoft Office are necessary. The position offers a chance to work independently and collaboratively within a fast-paced environment.

Qualifications

• Minimum 2–3 years of experience in personal financial advisory, sales, or banking.
• Possession of relevant certifications such as FIMM, PCE, CEILI, or TBE is an advantage.
• Strong understanding of financial products including investments, insurance, loans, and wealth management.

Responsibilities

• Identify, acquire, and onboard new individual clients.
• Conduct financial needs analysis and risk assessments.
• Develop and present tailored financial plans.

Skills

Sales skills

Financial analysis

Communication skills

Problem-solving skills

Interpersonal skills

Education

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

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

RHB Banking Group is seeking a Financial Advisor in Branch, Louisiana. This role involves acquiring new clients, conducting financial analyses, and developing tailored financial plans. Applicants should have a Bachelor's degree, 2–3 years of experience in financial advisory or banking, and strong communication skills. Knowledge of financial products and proficiency in Microsoft Office are necessary. The position offers a chance to work independently and collaboratively within a fast-paced environment.