FINANCIAL ADVISOR

Gulf Coast Bank • Abbeville, LA

2d

About The Position

Gulf Coast Bank is looking an experienced Financial Advisor based in the Acadiana Area area. The ideal candidate will be an established Financial Advisor who with a history of successfully acquiring, managing, and maintaining a book of business. This is a great opportunity for someone with an entrepreneurial spirit that wants to grow their business and take their career to the next level.

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.

Responsibilities

• Acquire new customers and continuously build on existing customers
• 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.
• Communicate with other professionals, such as estate agents, lawyers, and valuers to develop reciprocal referral opportunities.
• Respond to prospective customer queries about financial planning and investments.
• Prepare financial strategy recommendations and make appropriate investment recommendations to current and potential customers based on individualized needs analysis and in-depth review of current financial circumstances and goals.
• Monitor and analyze clients’ accounts, review investment reports, and determine if changes are needed to improve financial performance or to accommodate life changes.
• Manage and update client portfolios by completing a risk analysis for each client and taking measures to adjust portfolios, as necessary.
• Communicate with clients to update on potential investment opportunities, introduce new financial products, and recommend adjustments to the financial plan.
• Prepare and/or interpret financial document summaries, investment performance reports and income projections for clients.
• Monitor market trends and research available investment opportunities to determine suitability or best interest for clients’ financial plans.
• Meet the fiduciary duty and regulatory aspects of the role.
• Keep detailed records of the services provided.
• Maintain thorough knowledge of federal and state laws regarding investments, financial advice, and fees for financial services.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level