Financial Services Professional
2 days ago
Upstream Life is a leading provider of financial services, offering a range of solutions to help individuals and families achieve their financial goals. With a rich history dating back to 1912, our company has evolved to meet the changing needs of our clients, providing innovative products and services that are designed to deliver results.
Role OverviewThis is a full-time on-site role for a Private Wealth Advisor at Upstream Life in New Orleans, LA. As a key member of our team, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them to achieve their financial objectives and secure their financial future.
Key Responsibilities- Develop and implement personalized financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
- Provide ongoing advice and guidance to clients, helping them to make informed decisions about their financial affairs.
- Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering exceptional service and support.
- Collaborate with other members of the Upstream Life team to ensure seamless delivery of our services and products.
- Stay up-to-date with industry developments and trends, ensuring that our clients receive the latest insights and advice.
- Demonstrated success in client acquisition, cultivation, and retention, with a strong track record of building and maintaining client relationships.
- Proven ability to develop and implement effective financial plans, with a deep understanding of financial products and services.
- A valid and active Series 7 license, with a valid and active Series 66 (63/65) license also required.
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 90 days of starting in the role as a condition of employment.
- Bachelor's degree in Finance, Economics, or related field, with relevant certifications such as CFA or CFP also a plus.
- At least 2 years in a Financial Advisor role or equivalent financial services experience, with a strong understanding of financial products and services.
Upstream Life offers a competitive compensation package, including a base salary range of $75,000 to $100,000, with additional incentives and benefits available based on performance.
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