Top 6 Senior financial advisor Jobs in Louisiana

Senior Wealth Stategist
Bill Good Marketing —New Orleans, LA
- $95,000 - $148,000 a year
- Full-time
- CPA
- Research
- Office
- 401(k)
- Paid time off
Quick Apply
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Metairie, LA
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
Quick Apply
Workday Financials Sr Consultant
Deloitte —New Orleans, LA
- $116,000 - $229,100 a year
- Full-time
- Up to 50% travel
- ERP systems
- Bachelor's degree
Senior Community Banker
First Horizon Bank —Lake Charles, LA
- Full-time
- 6 years
- Office
- Bachelor's degree
Quick Apply
14h
Tax Senior - Federal / Corporate Tax
Deloitte —New Orleans, LA
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Research
Tax Senior - Private Wealth
Deloitte —New Orleans, LA
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office

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Senior Wealth Stategist
Bill Good Marketing —New Orleans, LA
Background in finance, banking, investment research, corporate finance, consulting, risk management, or a comparable field. There's no single lane.
$95,000 - $148,000 a year
Quick Apply
Financial Analyst/Case Design
Gregory Ricks Total Wealth —Metairie, LA
Maintain CRM and update database with all applicable notes/steps related to case design. Prioritize daily tasks and issues related to case design and retirement…
$50,000 a year
Quick Apply

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Senior Trust Officer
Bank of America —Columbus, OH
Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects.
$98,100 - $210,000 a year
Senior Wealth Advisor
WealthBridge Financial Group —Bexley, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$120,000 - $170,000 a year
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Senior Wealth Stategist

Bill Good Marketing
New Orleans, LA

Quick Apply

Job Details

Full-time
$95,000 - $148,000 a year

Benefits

401(k)
Paid time off

Qualifications

Financial planning software
Research
Bachelor's degree
Customer relationship management (CRM) systems (technically supported)
Financial data analysis tools
Excel data analysis

Full Job Description

If your ideal job is split between chasing new clients and doing the work you actually care about, this probably isn't it. But if you want to go deep on financial planning and investment strategy for a firm with a strong, established client base, keep reading.

We're a well-regarded wealth management firm in the Greater New Orleans area looking for a Senior Wealth Strategist to anchor our planning and investment process. You'll work across portfolio management, comprehensive financial planning, and advisor support. The role has real scope, and we're looking for someone who's ready for it.

Who We Are

We serve individuals, families, business owners, and retirees across the Gulf Coast region. Our practice has been built over many years through consistent, high-quality client work. The team is collaborative and holds itself to a high standard. We care about doing things right, and we're selective about who we bring on.

What You'll Do

This role sits across three areas. There's no single lane.

Portfolio and Investment Work

Implement portfolio trades and monitor holdings against the firm's investment philosophy
Research investment managers, markets, and economic developments; bring findings forward in a clear, usable format
Evaluate opportunities and contribute portfolio recommendations
Participate in investment discussions and serve as an active contributor

Financial Planning

Build thorough financial plans for clients covering retirement, tax, estate, business succession, insurance, and wealth transfer
Research advanced planning strategies and maintain a working library of approaches the team can draw from
Update recommendations as clients' lives and goals evolve over time

Advisor and Client Support

Serve as the firm's go-to resource when advisors need backup on complex cases
Review client statements, identify issues, and translate findings into clear next steps
Prepare for client meetings and take ownership of assigned client relationships
Help produce market commentary, client-facing educational content, and firm communications

Requirements

What We're Looking For

Required

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
Strong Excel skills and comfort working with financial data and models
Background in finance, banking, investment research, corporate finance, consulting, risk management, or a comparable field

Strongly Preferred

MBA or advanced graduate degree
CFA, CFP, or CPA, or active progress toward one of these credentials
Familiarity with CRM platforms and standard financial planning software

Nice to Have

Prior experience inside a wealth management or financial advisory firm
Additional professional designations or ongoing continuing education

Who You Are

You're intellectually curious and stay current on markets and planning strategy because you find the work genuinely interesting. You think analytically and communicate clearly. You can take a complex recommendation and explain it in plain language to a client who didn't ask to become a finance expert.

You take ownership without being told to. You notice what needs doing and handle it. You make the people around you better, not harder to work with. And your work product reflects a standard of detail that speaks for itself.

Benefits

Compensation and Benefits

$95K - $148K base salary (commensurate with experience) and performance-based bonuses
401(k) with employer contribution
PTO
Licensing and professional development support and reimbursement

This is a full-time, in-office role in the Greater New Orleans area.

How to Apply

Send your resume along with a brief note on your background and what draws you to this kind of role. We review everything and will follow up when there's a fit.

Pay: $95,000.00 - $148,000.00 per year

Quick Apply

Refine Your Search

senior financial advisor jobs in louisiana

Senior Wealth Stategist

Senior Financial Advisor – Experienced Professionals

Workday Financials Sr Consultant

Senior Community Banker

Tax Senior - Federal / Corporate Tax

Tax Senior - Private Wealth

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