Wealth Advisor

This is an opportunity for an experienced, entrepreneurial Wealth Advisor to join a dynamic and rapidly growing team in New Orleans.

DUTIES & RESPONSIBILITIES

• Develop and implement comprehensive wealth management strategies tailored to individual client needs and financial goals with thorough financial assessments.
• Cultivate and maintain strong client relationships through regular communication and personalized financial guidance.
• Proactively identify opportunities to optimize clients' financial positions and mitigate risk.
• Stay informed about market trends, economic develops, and regulatory changes
• Collaborate with internal teams, including external partners, to ensure seamless execution of client strategies.
• Actively prospect and acquire new clients through networking, referrals, and community outreach efforts.
• Continuously enhance professional knowledge and skills through ongoing education and training opportunities.

QUALIFICATIONS

• Bachelor's degree in financial services or related field.
• Minimum 5-10 years of experience in financial services, with a focus on wealth management and financial planning.
• Certified Financial Planner (CFP) designation required.
• Proven ability to build and manage a successful book of business, demonstrating strong client retention and revenue growth.
• Exceptional interpersonal and communication skills, with the ability to articulate complex financial concepts clearly and concisely.
• Strong analytical skills and attention to detail
• Entrepreneurial mindset with a proactive approach to business development and client acquisition.
• Demonstrated commitment to ethical conduct and compliance with industry regulations and best practices.
• Established network within the local community a plus.