Senior Wealth Planning & Investment Lead

The Ansardi Group; Belle Chasse (LA); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

401(k) with employer match

Paid time off

Licensing and professional development

Job summary

The Ansardi Group, an independent financial planning firm based in Belle Chasse, LA, is seeking an experienced wealth management professional to lead investment and financial planning for an established client base.

You will design and implement portfolios, conduct research, and support advisor and client relationships. Requirements include a Bachelor's in Finance or related field, Series 7, and strong Excel skills; CFP/CFA/CPA preferred.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field.
• Series 7 license.
• Prior experience in wealth management or financial advisory.
• Strong Excel skills and comfort with financial data and models.

Responsibilities

• Lead investment and financial planning process with hands-on portfolio management.
• Design, implement, and monitor investment models and portfolios aligned with our philosophy.
• Prepare for client meetings and translate research into actionable recommendations.

Skills

Excel

Financial data analysis

Education

Bachelor’s degree in Finance or related field

Tools

CRM platforms

Financial planning software

Job description

The Ansardi Group, an independent financial planning firm based in Belle Chasse, LA, is seeking an experienced wealth management professional to lead investment and financial planning for an established client base.

You will design and implement portfolios, conduct research, and support advisor and client relationships. Requirements include a Bachelor's in Finance or related field, Series 7, and strong Excel skills; CFP/CFA/CPA preferred.