Financial Advisor

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Must be located in Louisiana!

Responsibilities

\n
• Provide financial planning support to clients
\n
• Support investment professionals to cultivate client relationships
\n
• Prepare financial plans and check their accuracy
\n

Qualifications

\n
• Bachelor's degree in Finance or related field
\n
• 2+ years' of industry experience
\n
• Strong understanding of the investment business
\n
• Excellent interpersonal skills
\n