Strategic Director, Investments & Wealth Planning

The Ansardi Group; Belle Chasse (LA); Presencial; USD 100.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with employer match

Profit sharing

Paid time off

Licensing and professional development

Descripción de la vacante

The Ansardi Group is seeking a Director of Investments and Wealth Planning in Belle Chasse, LA. The role combines hands-on portfolio management, planning, and advisor and client support for an established client base.

You will work with advisors to translate research into thoughtful recommendations, implement portfolio decisions, and navigate complex financial matters with ownership and a commitment to high-quality work.

Formación

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Series 7 license required.
• Experience in wealth management or financial advisory.
• Strong Excel skills and financial modeling.

Responsabilidades

• Lead portfolio management and investment design aligned with the firm’s philosophy.
• Execute trades, review holdings, allocations, and performance.
• Develop comprehensive financial plans addressing retirement, tax, estate, and wealth transfer.
• Support advisors and clients; prepare meetings and translate research into actionable steps.

Educación

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

Series 7 license

Experience in wealth management or financial advisory

Strong Excel skills and financial modeling

Herramientas

CRM familiarity

Descripción del empleo

The Ansardi Group is seeking a Director of Investments and Wealth Planning in Belle Chasse, LA. The role combines hands-on portfolio management, planning, and advisor and client support for an established client base.

You will work with advisors to translate research into thoughtful recommendations, implement portfolio decisions, and navigate complex financial matters with ownership and a commitment to high-quality work.