financial advisor - Lafayette, United States - Gulf Coast Bank

Description

Founded in Abbeville, LA in 1971, Gulf Coast Bank

is known throughout Acadiana for getting to know our customers personally, and understanding their needs, as well as the needs of the community.

Gulf Coast Bank has 9 locations across the Acadiana area and employs more than 120 people.

As banking has changed through the years, Gulf Coast Bank has stayed on the cutting edge, while never losing sight of what makes our bank special:
providing outstanding customer service and maintaining active involvement in the communities we serve.

Position Summary
Gulf Coast Bank is looking for 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.

Primary Responsibilities:

New Business Development:
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 to develop reciprocal referral opportunities.

Respond to prospective customer queries about financial planning and investments.


Financial Planning:
Prepare financial strategy recommendations and make appropriate investment recommendations.

Monitor and analyze clients' accounts, review investment reports, and determine if changes are needed.

Manage and update client portfolios.

Communicate with clients to update on potential investment opportunities and recommend adjustments to the financial plan.


Compliance:
Meet the fiduciary duty and regulatory aspects of the role.

Maintain thorough knowledge of federal and state laws regarding investments, financial advice, and fees for financial services.


What We Offer:
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.


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.

We are an equal opportunity employer and value diversity at our company.

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

#J-18808-Ljbffr