Financial Services Professional

1 month ago


Lafayette, Louisiana, United States Gulf Coast Bank Full time
Job Title: Financial Advisor

Gulf Coast Bank is seeking an experienced Financial Advisor to join our team in the Acadiana Area. As a Financial Advisor, you will be responsible for acquiring, managing, and maintaining a book of business, while providing outstanding customer service and maintaining active involvement in the communities we serve.

Key Responsibilities:
  • New Business Development: Acquire new customers and continuously build on existing customers by engaging in the community, giving seminars, attending business events and conferences, and sponsoring community and charitable events.
  • Client Assessment and Planning: Assess the financial needs of clients and design a sound financial plan to help them reach their financial objectives.
  • Portfolio Management: Monitor and analyze clients' accounts, review investment reports, and determine if changes are needed to improve financial performance or to accommodate life changes.
  • Compliance: Meet the fiduciary duty and regulatory aspects of the role, keep detailed records of the services provided, and maintain thorough knowledge of federal and state laws regarding investments, financial advice, and fees for financial services.
What We Offer:
  • Competitive Compensation Structure
  • Full Medical, Dental, Vision
  • Paid Vacation/Sick Leave/Holidays
  • Support and overhead are paid by Gulf Coast Bank
  • The opportunity to find new clients through assigned branches' client base and referrals
Requirements:
  • 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


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