Financial Services Professional

4 weeks ago


Lafayette, Louisiana, United States Home Bank Full time
Job Overview

Home Bank is seeking a highly skilled Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for business development, building new client relationships, and providing exceptional service to our customers.

Main Responsibilities:

  • Conduct in-depth interviews with financial institution customers and prospects to understand their financial background and investment goals.
  • Develop and implement personalized investment strategies to meet the unique needs of our clients.
  • Engage in business development strategies through a range of marketing programs, including branch training, relationship development, and direct mail campaigns.
  • Maintain accurate records of client accounts and affairs, ensuring confidentiality and compliance with regulatory requirements.
  • Stay up-to-date with changes in services, products, and policies of our broker-dealer, and refer clients to relevant products and services.

Requirements:

  • Bachelor's degree from a four-year college or university, or equivalent experience.
  • At least 3 years of industry experience and direct sales experience, with a strong background in securities sales and investment products.
  • Series 7 and appropriate state insurance and investment licenses.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.

Home Bank is an equal opportunity employer, and we are committed to creating a diverse and inclusive work environment. We require good credit and a credit report for employment.



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