Financial Advisor

2 weeks ago


Baton Rouge, United States Robert Half Full time
Job DescriptionJob DescriptionWe are in search of a Financial Advisor to join our team based in Baton Rouge, Louisiana. The successful candidate will be instrumental in managing client onboarding, executing account modifications and maintenance, and driving our financial planning initiatives. This role is an exciting opportunity for an individual with strong client relations, customer service, investment management, and securities trading skills.

Responsibilities:

• Develop and implement tailored financial plans using our financial planning software
• Ensure a seamless client experience through efficient processing of account changes and maintenance
• Manage the client onboarding process with a focus on accuracy and compliance
• Collaborate with team members to meet client needs and accomplish business objectives
• Uphold regulatory compliance, including adherence to Series 6 and 63 requirements
• Adopt a client-first approach when handling account updates and changes
• Utilize your skills to streamline and improve the client onboarding process.• Possess a minimum of 7 years of experience in a financial advisory role or a related field
• Demonstrated expertise in client relations and customer service
• Proven track record in investment management and securities trading
• Excellent communication and interpersonal skills
• Ability to analyze financial data and provide accurate financial advice
• Relevant certifications in financial planning or similar field
• Strong knowledge of financial laws and regulations
• Proficiency in financial planning software and tools
• Exceptional problem-solving and decision-making skills
• Proven ability to build and maintain relationships with clients
• Strong ethical standards and integrity

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