Top 6 Wealth management advisor Jobs in Lafayette La

Financial Advisor
Home Bank —Lafayette, LA
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays

Discover related jobs

Based on your search for wealth management advisor jobs.

Financial Advisor
Home Bank —Lafayette, LA
Interview and advise financial institution customers and prospects to obtain information including financial background and investment goals to develop a…
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
*Strategic Partner Conversion* – Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners…
$175,000 - $950,000 a year
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for wealth management advisor in lafayette la

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management advisor jobs near lafayette la

Financial Advisor

Home Bank -
Lafayette, LA

Quick Apply

Job Details

Full-time

Qualifications

Financial sales
Customer relationship building
Series 7
Direct sales business model
Customer relationship management

Full Job Description

PURPOSE OF THE JOB

HB Financial is seeking an experienced Financial Advisor who is a self-starter and thrives in a team environment. This position is ultimately responsible for business development by profiling and building new client relationships. The individual will also provide exceptional service to prospects and clients of HB Financial in order to pursue client goals and objectives.

MAIN DUTIES OF THE JOB

Interview and advise financial institution customers and prospects to obtain information including financial background and investment goals to develop a customer profile and define appropriate investment strategies. Use financial planning as a tool in uncovering customer needs.
Engage in business development strategies through an integrated marketing program, including branch training and relationship development, telephone solicitation, individual and group presentations, direct mail programs, follow-up calling, and other prospecting methods.
Open customer accounts, initiate and confirm customer orders, maintain customer files and records, and prepare all required reports.
Maintain client relationships including but not limited to planning, education, coaching and implementing solutions as needed.
Maintain all information related to customer accounts and affairs of the financial institution in strict confidence.
Attend educational classes and participate in required continuing educational courses available through our broker-dealer or other appropriate channels.
Keep up-to-date regarding changes in services, products, and policies of the bank’s broker-dealer.
Refer customers to the financial institution when other products and services of the financial institution may be appropriate.

WHAT YOU WILL NEED TO SUCCEED

A Bachelor’s degree – from a four-year College or University; or equivalent experience required.
3+ years industry experience and direct sales experience required. Previous securities sales experience in a banking environment is a strong plus.
Series 7 and appropriate state insurance and investment licenses.
Ability to excel as a member of a wealth management team.
Ability to build relationships with customers and branch personnel.

HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER

GOOD CREDIT IS A MUST

CREDIT REPORT IS REQUIRED FOR EMPLOYMENT

Quick Apply

Refine Your Search

wealth management advisor jobs in lafayette la

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Investment Advisor

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for wealth management advisor in lafayette la

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected