Job Responsibilities Establish new client relationships while providing advisory services and support to existing clients. Deliver financial guidance, promote suitable investment strategies, and coordinate client service activities to ensure exceptional client experiences. Provide positive and professional service to assigned clients, handle all client communications, gather and prepare data for client reviews, develop close long‑term relationships, attend client events, maintain ongoing engagement. Review current investment products, reallocate to appropriate models, promote established investment models, coordinate money movement, strategy changes, and paperwork with operations. Source prospective clients through networking, referrals, and firm‑generated leads; identify opportunities within existing client base; promote wealth enhancement and trust services to support business growth. Adhere to company and industry supervisory guidelines and policies; participate in daily advisor meetings, training sessions, continuing education; maintain required continuing education and licensing requirements. Perform additional tasks duties responsibilities as needed or assigned by leadership. Qualifications Bachelor’s degree in Business, Finance, or related field required. Active 66, 65, or professional designation (e.g., CFP) required; Clean U4 and U5 history required. Strong business development skills required. Excellent interpersonal and communication skills required. Exceptional client service orientation required. Strong organizational and time management skills required. Ability to manage multiple tasks and priorities simultaneously required. Genuine interest in serving and caring for others required. Candidates who do not currently hold the required securities licenses may be considered for this opportunity in an interim capacity as a Financial Services Associate. In this scenario, the individual would be expected to obtain the necessary licensing within a defined timeframe as a condition of progression into the Associate Wealth Advisor role. Preferred Education & Experience Minimum of one to three years of investment advisory experience preferred. EEO Statement We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law. Total Rewards Starting annual base salary between $60,000 - $75,000. Variable compensation potential (Bonus and/or commissions). Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs. #J-18808-Ljbffr
Associate Wealth Advisor- No Licenses Needed At Time Of Hire • Baton Rouge, LA, United States
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