Responsibilities:
- Build and maintain strong relationships with clients, providing them with personalized financial advice and guidance
- Assess clients' financial goals, risk tolerance, and investment preferences to develop tailored financial plans
- Recommend appropriate investment strategies and products based on clients' needs and objectives
- Monitor and review clients' portfolios to ensure they are aligned with their financial goals
- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' investments
- Conduct financial analysis and research to support investment recommendations
- Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial planning services
- Educate clients on various financial concepts and strategies to help them make informed decisions
Financial advisors have the unique opportunity to be coached and mentored by veteran advisors in our firm who take on leadership roles as developers in the firm.
If you apply to this posting, you will be introduced to our recruiting team and Cary's team to learn more about the competitive compensation, comprehensive benefits package, and opportunities for career growth. Characteristics of great financial advisors include:
Multi Tasker
A Self Starter Consistently Focused on Progress
Optimistically Radiant with Grit
A Great Sense of Humor
A Coachable Leader
Have a proven record of success
Confident
Active on the Gulf Coast and Greater New Orleans area.
