Wealth Solutions Advisor - Personal Finance & Growth

Business First Bank; Baton Rouge (LA); On-site; USD 70,000 - 110,000; Full time

Job summary

Business First Bank in Baton Rouge, LA is seeking a Financial Advisor to build and maintain client relationships through comprehensive financial planning and tailored investment advice. You will analyze client needs, risk tolerance, and goals to craft personalized financial plans and investment strategies.

Responsibilities include ongoing portfolio management, strategic cross-selling, and coordinating with service teams to ensure timely delivery and exceptional client service while adhering to

Qualifications

• Bachelor degree in Finance, Economics, Business Administration, or related field.
• 4-7 years of sales experience in the financial service industry is required.
• Active FINRA Series 7 and/or Series 65 licenses, or ability to obtain within 75 days of hire.
• Proficient in financial markets, investment products, and personal finance principles.

Responsibilities

• Prospect referrals follow-up and identify potential prospects from the bank system or campaigns.
• Develop relationships with client contacts and deliver tailored financial solutions.
• Conduct thorough financial planning and needs analysis to determine goals and risk tolerance.
• Provide ongoing investment advice and portfolio management; adjust strategies as needed.
• Coordinate with cross-team service units to ensure timely delivery and issue resolution.

Skills

Client relationships

Financial planning

Sales experience

Communication

Analytical skills

Organization

Regulatory compliance

Education

Bachelor's in Finance/Economics/Business

Master's or CFP/CFA preferred

Job description

Business First Bank in Baton Rouge, LA is seeking a Financial Advisor to build and maintain client relationships through comprehensive financial planning and tailored investment advice. You will analyze client needs, risk tolerance, and goals to craft personalized financial plans and investment strategies.

Responsibilities include ongoing portfolio management, strategic cross-selling, and coordinating with service teams to ensure timely delivery and exceptional client service while adhering to