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Senior Practice Management Coach Wealth Advisors

Job in New Orleans, Jefferson Parish, Louisiana, 70123, USA
Listing for: TwinThread
Full Time position
Listed on 2026-06-30
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below
Position: Senior Practice Management Coach for Wealth Advisors
Location: New Orleans

Twin Thread is seeking a Practice Management Consultant in New Orleans, LA to support financial advisors in their business development. The role involves mentoring, delivering tools, and presenting strategic plans to enhance advisor-client interactions.

The ideal candidate will have over 5 years of experience in wealth management, strong leadership capabilities, and possess Series 7 and 66 certifications. This position emphasizes a goals-based approach to investing and requires exceptional communication and presentation skills.

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Position Requirements
10+ Years work experience
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