Wealth Advisor Affluent Clients
Job in
Branch, Acadia Parish, Louisiana, 70516, USA
Listed on 2026-07-01
Listing for:
Southern Bank
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Location: Branch
A community-focused financial institution in Louisiana is seeking a Financial Advisor to help clients achieve their financial goals. This role involves assessing client portfolios, providing tailored investment strategies, and building relationships with affluent clients. Candidates must possess strong communication skills and relevant licenses, including FINRA Series 7. A minimum of 5 years as a producing advisor with a proven ability to retain business during transition is preferred.
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