Senior Wealth Architect: Planning, Investments & Advisory

Bill Good Marketing; New Orleans (LA); On-site; USD 95,000 - 148,000; Full time

Benefits offered by this job

401(k) with employer contribution

PTO

Licensing and professional development

reimbursement

Job summary

Bill Good Marketing is seeking a Senior Wealth Strategist to anchor portfolio management, comprehensive financial planning, and advisor support for a strong local client base in the Greater New Orleans area.

You’ll work across three areas: investment work, planning, and client support, with a significant scope to influence strategy and outcomes. Strong CFA/CFP/CPA progress and CRM/finance software experience are valued.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Strong Excel skills and comfort with financial data and models.
• Background in finance, banking, investment research, or related fields.

Responsibilities

• Portfolio and Investment Work: implement trades, monitor holdings, evaluate opportunities, contribute portfolio recommendations.
• Financial Planning: build comprehensive client plans covering retirement, tax, estate, insurance, and wealth transfer.
• Advisor and Client Support: back up advisors on complex cases, review statements, prepare meetings, and produce client communications.

Skills

Strong Excel skills

Financial data modeling

CRM familiarity

Analytical thinking

Education

Bachelor’s degree in Finance or related field

MBA or advanced degree (preferred)

CFA/CFP/CPA progress (preferred)

Tools

CRM platforms

Financial planning software

Job description

Bill Good Marketing is seeking a Senior Wealth Strategist to anchor portfolio management, comprehensive financial planning, and advisor support for a strong local client base in the Greater New Orleans area.

You’ll work across three areas: investment work, planning, and client support, with a significant scope to influence strategy and outcomes. Strong CFA/CFP/CPA progress and CRM/finance software experience are valued.