Financial Services Manager

1 week ago


Lafayette, Louisiana, United States Gulf Coast Bank Full time
Key Responsibilities
  • New Business Development:
  1. 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.
  2. Communicate with other professionals, such as estate agents, lawyers, and valuers to develop reciprocal referral opportunities.
  3. Respond to prospective customer queries about financial planning and investments.
Client Assessment and Planning:
  1. Assess the financial needs of clients and design a sound financial plan to help them reach their financial objectives.
  2. Prepare financial strategy recommendations and make appropriate investment recommendations based on individualized needs analysis and in-depth review of current financial circumstances and goals.
Compliance and Portfolio Management:
  1. Meet the fiduciary duty and regulatory aspects of the role.
  2. Maintain thorough knowledge of federal and state laws regarding investments, financial advice, and fees for financial services.


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