Wealth Solutions Financial Advisor | Client-Focused Planning

Business First Bank; Houma (LA); On-site; USD 60,000 - 90,000; Full time

Job summary

b1BANK in Houma, LA is seeking a Financial Advisor to build and maintain client relationships through comprehensive financial planning and tailored investment advice. The role requires a solid grasp of financial markets, investment products, and personal finance.

Responsibilities include prospecting, needs analysis, plan development, portfolio management, and cross‑team coordination to deliver timely solutions.

Qualifications

• Bachelor degree required in Finance, Economics, Business Administration, or related field.
• Master's degree or professional certifications (e.g., CFP®, CFA) preferred.
• 4–7 years of sales experience in financial services is required.
• Must demonstrate ability to develop and maintain client relationships and knowledge of financial markets.

Responsibilities

• Prospect referrals and identify new prospects through campaigns and contacts.
• Develop strong relationships with clients and coordinate solutions.
• Conduct financial planning and analysis to assess needs and risk tolerance.
• Craft personalized financial plans and investment strategies.
• Offer ongoing advice and portfolio management, adjusting as needed.
• Coordinate with cross-company teams to deliver services and resolve issues.
• Cross-sell products and develop new solutions for clients.
• Build relationships with b1Bank team and professional advisors.
• Ensure compliance with regulatory requirements.

Skills

Client relationship management

Financial planning

Investment advisory

Sales skills

Analytical skills

Communication skills

Cross-selling

Financial software

Education

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

MS degree or professional certifications (CFP®, CFA) preferred

FINRA Series 7 and/or Series 65 licenses

Tools

Microsoft Excel

CRM systems

Financial planning software

Job description

b1BANK in Houma, LA is seeking a Financial Advisor to build and maintain client relationships through comprehensive financial planning and tailored investment advice. The role requires a solid grasp of financial markets, investment products, and personal finance.

Responsibilities include prospecting, needs analysis, plan development, portfolio management, and cross‑team coordination to deliver timely solutions.