Financial Advisor Assistant

Come grow with us. We are hiring a Client Service Associate to join an

established team of Financial Advisors in the Lafayette area. By addressing our clients’ investment goals with sound strategies, we are able to help them succeed financially.

Required qualifications include 5+ years of administrative experience, sales support experience, or a

combination of both demonstrated through work or military experience.

Desired qualifications include financial services industry experience, ability to provide administrative

support including responding to prospect/client inquiries and requests for information, knowledge and

understanding of brokerage or administrative support and basic Microsoft Office® (Word, Excel and

Outlook) skills. Experience interacting directly with clients. FINRA registration including Series 7 and 66

(or FINRA recognized equivalents).

Assists Financial Advisors by providing sales and servicing support. Act as liaison between Financial

Advisors and internal departments (Compliance, Operations and Administration). Duties may include,

but are not limited to the following: scheduling appointments for new and existing customers;

monitoring and tracking referrals and sales results; issuing sales/marketing information to clients;

providing customer service via telephone and written correspondence; solving operational issues;

preparing sales packages; ordering supplies; maintaining file system for prospective and existing

customers; processing customer service requests (address changes, statement copies, etc.); processing

new account applications, obtaining necessary documents, resolving inquiries and handling account

transfers.

The successful candidate will demonstrate the ability to work with a team and independently to

organize, prioritize, and complete tasks, provide administrative and sales support to Financial Advisors

through clerical and account-related duties including the flow of correspondence, and communicate

daily with clients.

5+ year of administrative experience, sales support experience, or a combination of both

demonstrated through work or military experience.

Financial services industry experience

Ability to provide administrative support, including responding to prospect/customer inquiries

and requests for information

Knowledge and understanding of brokerage or administrative support

Basic Microsoft Office® (Word, Excel and Outlook) skills

Experience interacting directly with customers

FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)

State Life and Insurance License

Join our team as a Client Service Associate and make a significant impact on

the lives of our clients by helping them navigate their financial futures with confidence.

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Bonus opportunities

Lafayette, LA 70508; in person

Christopher “Boyd” Hoyt, CFP®

1231 Camellia Blvd l Lafayette, LA 70508

Tel  l Toll-Free  l Fax

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Bordelon Detraz Group, LLC is a separate entity from WFAFN.