Senior Wealth Planning & Portfolio Strategy Lead

Lead Advisor; Belle Chasse (LA); On-site; USD 120,000 - 180,000; Full time

Job summary

Lead Advisor is assisting a premier wealth management client in Belle Chasse, Louisiana. The role collaborates with advisory teams to translate research into thoughtful investment recommendations, implement portfolio decisions, and guide clients through complex financial matters.

The opportunity emphasizes ownership, high-quality work, and substantial responsibility in portfolio management and comprehensive financial planning for affluent clients.

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

• Design, implement, and monitor investment models and portfolios.
• Execute portfolio trades and review holdings, allocations, and performance.
• Research investment managers, markets, and economic developments.
• Develop detailed financial plans addressing retirement, tax considerations, estate planning, business succession, insurance, and wealth transfer.
• Prepare for client meetings, participate in discussions, and take ownership of assigned client relationships.

Skills

Excel skills

Financial modeling

Portfolio analysis

Education

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

Series 7 license

CFP®, CFA, or CPA credential, or progress toward one

MBA or advanced graduate degree

Tools

CRM platforms

Financial planning software

Job description

Lead Advisor is assisting a premier wealth management client in Belle Chasse, Louisiana. The role collaborates with advisory teams to translate research into thoughtful investment recommendations, implement portfolio decisions, and guide clients through complex financial matters.

The opportunity emphasizes ownership, high-quality work, and substantial responsibility in portfolio management and comprehensive financial planning for affluent clients.