Gulf Coast Bank · 9 hours ago
FINANCIAL ADVISOR
Lafayette, LA
Full-time
Onsite
Senior Level
5+ years expGulf Coast Bank, founded in Abbeville, LA, is seeking an experienced Financial Advisor to join their team. The role involves acquiring and managing a book of business while providing tailored financial planning and investment advice to clients in the Acadiana Area.
BankingCredit CardsFinanceFinancial ServicesInsurance
Responsibilities
New Business Development: Acquire new customers and continuously build on existing customers:
Market services to new and existing clients by engaging in the community, giving seminars, attending business events and conferences and sponsoring community and charitable events
Communicate with other professionals, such as estate agents, lawyers, and valuers to develop reciprocal referral opportunities
Respond to prospective customer queries about financial planning and investments
The financial needs of clients are assessed, and a sound financial plan is designed to help them reach their financial objectives:
Prepare financial strategy recommendations and make appropriate investment recommendations to current and potential customers based on individualized needs analysis and in-depth review of current financial circumstances and goals
Monitor and analyze clients’ accounts, review investment reports, and determine if changes are needed to improve financial performance or to accommodate life changes
Manage and update client portfolios by completing a risk analysis for each client and taking measures to adjust portfolios, as necessary
Communicate with clients to update on potential investment opportunities, introduce new financial products, and recommend adjustments to the financial plan
Prepare and/or interpret financial document summaries, investment performance reports and income projections for clients
Monitor market trends and research available investment opportunities to determine suitability or best interest for clients’ financial plans
Compliance:
Meet the fiduciary duty and regulatory aspects of the role
Keep detailed records of the services provided
Maintain thorough knowledge of federal and state laws regarding investments, financial advice, and fees for financial services
Qualification
Required
Bachelor's degree preferably in Business, Finance, Accounting, or related field
5+ years of sales experience
3+ years of related experience in investment sales, Brokerage/Insurance and/or Banking/Retail
Must currently possess Life, Health and Accident Insurance Licenses – fixed annuity and variable annuity and be in good standing
Must currently possess FINRA Investment License(s) – Series 7 and Series 66, or Series 7 with Series 63 and 65 and be in good standing
Benefits
Full Medical, Dental, Vision
Paid Vacation/Sick Leave/Holidays
Support and overhead are paid by Gulf Coast Bank.
Company
Gulf Coast Bank
Gulf Coast Bank renders savings account, loans, debit, credit card, investment, insurance, financial, mobile and online banking services.
51-200 employees
Funding
Current Stage
Growth StageRecent News
2024-12-04
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