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Gulf Coast Bank · 1 day ago

Financial Advisor

Lafayette, LA

Full-time

Onsite

Mid Level

$60K/yr - $60K/yr

Gulf Coast Bank is seeking a Financial Advisor to serve its customers by providing investment, retirement, and wealth management guidance. This role involves understanding client needs, recommending appropriate products and services, and ensuring compliance with regulatory requirements and industry standards.

BankingCredit CardsFinanceFinancial ServicesInsurance

Responsibilities

Build and maintain client relationships through trust-based financial advice

Identify client investment objectives, risk tolerance, and financial goals

Recommend appropriate products and services consistent with client needs and regulatory guidelines

Conduct all business in compliance with FINRA, SEC, and applicable banking regulations

Maintain accurate and timely records of client interactions and transactions

Collaborate with internal bank staff to identify referral opportunities and support client service

Stay current with market trends, regulatory changes, and industry best practices

Uphold the highest standards of integrity, confidentiality, and customer service

Qualification

Active securities licensesInsurance licensesFinancial advising experienceWealth management experienceSales skillsProfessionalismEthical judgmentCommunication skillsRelationship-building skills