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Lead Financial Consultant

2 months ago

Baton Rouge, Louisiana, United States The Ladders Full time
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JOB FUNCTION / SUMMARY:

As a Senior Financial Advisor, you will engage with clients and potential clients to identify optimal strategies to achieve their financial and investment objectives.

ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Conduct a comprehensive suitability assessment with clients to evaluate their financial circumstances, including age, income, net worth, current investments, investment experience, objectives, time horizon, risk tolerance, and liquidity requirements.
  • Provide necessary disclosures related to the sale of non-deposit investment products.
  • Discuss the advantages and risks associated with various investment solutions tailored to the client's needs.
  • Recommend appropriate products and services based on the client's provided information.
  • Meet regularly with existing clients to inform them about potential investments and assess any life changes that may impact their financial goals.
  • Collaborate with the Wealth team to support clients in the High Net Worth segment.
  • Ensure all client documentation complies with company policies and regulatory requirements.
  • Process client trade orders and money movement instructions in accordance with regulations.
  • Review all documentation for accuracy before submission for processing.
  • Train branch staff on referral processes.
  • Support the achievement of referral and investment goals through organized events.
  • Participate in branch meetings to understand branch needs.
  • Identify opportunities for cross-referrals.
  • Attend annual compliance training sessions.
  • Complete required continuing education to maintain compliance with insurance and securities regulations.
  • Renew insurance licenses annually before the deadline.
  • Adhere to state insurance and securities regulations.
  • Utilize a consultative sales approach to identify client needs and propose suitable solutions.
  • Coordinate with banking partners to meet client investment needs.
  • Engage in community activities to enhance company visibility and generate new business opportunities.
  • Compile prospective client lists to identify additional business leads.
  • Contact and qualify potential clients to assess their investment needs and risk tolerance.
  • Develop lasting relationships with clients.
  • Continuously enhance product knowledge and consultative selling skills through self-directed learning and training programs.
  • Act as a collaborative partner to bankers and fellow financial advisors.
SUPERVISORY RESPONSIBILITIES:

No supervisory responsibilities.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
  • Bachelor's degree in Business, Finance, Accounting, or a related field.
  • 4+ years of relevant experience in Brokerage, Insurance, Banking, or Retail.
  • An equivalent combination of education, training, and experience may be considered.
  • Must possess a valid Life and Health Insurance License, including fixed and variable annuities.
  • Must hold FINRA Investment Licenses (Series 7, 63, 65/66) in good standing.
  • Ability to learn and communicate all investment products and procedures.
  • Capability to identify sales opportunities for bank products and services.
  • Ability to interact with individuals from diverse backgrounds.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
  • Willingness to travel as necessary to fulfill job responsibilities.
  • Ability to work under pressure and meet deadlines.
  • Proficiency in operating necessary equipment to perform job functions.
  • Ability to read and interpret documents relevant to job functions.
  • Capacity to lift or move approximately 10 pounds as required.
We are an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability, genetic information, or status as a protected veteran.