Top 5 Wealth manager 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

Discover related jobs

Based on your search for wealth manager jobs.

Part Time Associate Banker Acadiana (30 hours)
JPMorganChase —Lafayette, LA
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing…
Universal Banker
Hancock Whitney —Lafayette, LA
All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex…
4d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? Bachelor’s degree or equivalent skills.
$24,000 - $125,000 a year
Quick Apply
Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field. Pay: $65,000.00 - $95,000.00 per year.
$65,000 - $95,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for wealth manager 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 manager jobs near lafayette la

Financial Advisor jobs in Lafayette, LA

Financial Advisor jobs in Hilton Head Island, SC

Broadridge Financial Solutions jobs in Brentwood, NY

Financial Advisor jobs in Carlsbad, CA

Chubb Financial jobs in Philadelphia, PA

Financial Advisor jobs in Iowa

Toyota Service Advisor jobs in California

Entry Level Financial Analyst jobs in Atlanta, GA

Financial Advisor jobs in Anchorage, AK

Financial Advisor jobs in Hunt Valley, MD

Financial Analyst jobs in Mesa, AZ

Academic Advisor jobs in Orlando, FL

Financial Advisor jobs in Long Island, NY

Title Iv Financial Aid jobs in Remote

Financial Advisor jobs in Arlington, VA

Gm Financial jobs in Remote

Financial Advisor jobs in Paducah, KY

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 manager jobs in lafayette la

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

Discover related jobs

Explore jobs in cities nearby

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

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected