Wealth Advisor for Affluent Clients

Southern Bank; Branch (LA); On-site; USD 60,000 - 80,000; Full time

Job summary

A community-focused financial institution in Louisiana is seeking a Financial Advisor to help clients achieve their financial goals. This role involves assessing client portfolios, providing tailored investment strategies, and building relationships with affluent clients. Candidates must possess strong communication skills and relevant licenses, including FINRA Series 7. A minimum of 5 years as a producing advisor with a proven ability to retain business during transition is preferred. Join us in making a positive impact in our communities.

Qualifications

• Minimum 5 years as a producing advisor required.
• Ability to retain 60%+ of current book of business during transition.
• Excellent customer service skills and proactive problem solving.

Responsibilities

• Assess client portfolios and provide tailored investment guidance.
• Build and manage relationships with affluent clients.
• Prospect new clients and nurture existing relationships.
• Recommend investment strategies aligned with client needs.
• Deliver financial planning and wealth management solutions.

Skills

Sales oriented

Excellent communication skills

High self-motivation

Proficient in Microsoft Office

Customer service skills

Education

Bachelor's degree preferred

FINRA Series 7, 63 & 65 or Series 7 & 66

Life & Health Insurance License

Tools

Microsoft Office Suite

Job description

A community-focused financial institution in Louisiana is seeking a Financial Advisor to help clients achieve their financial goals. This role involves assessing client portfolios, providing tailored investment strategies, and building relationships with affluent clients. Candidates must possess strong communication skills and relevant licenses, including FINRA Series 7. A minimum of 5 years as a producing advisor with a proven ability to retain business during transition is preferred. Join us in making a positive impact in our communities.