Financial Advisor jobs in Louisiana
Recently Added Financial Advisor jobs
Client Service Administrator- Financial Firm - West Monroe, LA
- Advisor Employee Services
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West Monroe, LA
PART_TIME
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Client Service Administrator
The verdict is in: our 43-year experiment offering “Life & Beyond” Financial Plans to individuals and families has been beyond successful! We are now ready to expand and scale, offering our Financial Planning Services to the next generation of financial advisors and clients seeking wise advice.
If you are a strong, proactive office leader that enjoys developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Fletcher Financial Group in West Monroe, LA is seeking to add a Client Service Administrator to our team! The ideal candidate will be able to drive prospect and client engagement and rapport, have superb follow-up skills and possess a sharp and engaging, but super-friendly phone style, able to engage via in-depth dialogue, alongside great listening skills. This role will also help create, oversee, and implement a unique, individualized client experience – making them feel part of a family - not an account number.
Job Description:
The purpose of this position is to be the face and personality that our clients and soon-to-be clients will hear and see first. In addition, you will oversee marketing campaigns and coordinating client and educational events in the office and in our community.
Key Skills:- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
- Associates Degree preferred
- Financial Industry experience preferred
- 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Complete and process all applications for business submitted by Advisor
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates, reports, and mailings
- Assist in setting client appointments
- Attend and coordinate seminars, client events and networking venues
- Coordinate day-to-day marketing activities to help ensure all efforts serve to achieve campaign objectives
- Coordinate with and respond to third-party marketing vendors
- Maintain inventory of marketing materials, ensuring all resources are accurate and available
- Oversee and respond to incoming messages on social media and online appointment software
- $17 -19/hr.
- 32 hours weekly with the potential to go to 40 hours in the future
- 2 Days Ago
Client Service Administrator - Financial Firm - West Monroe, LA
- Advisor Employee Services
-
West Monroe, LA
FULL_TIME
- Client Service Administrator The verdict is in: our 43-year experiment offering “Life & Beyond” Financial Plans to individuals and families has been beyond successful! We are now ready to expand and s...
- 2 Months Ago
Financial Advisor
- Prudential Financial
-
Alexandria, LA
FULL_TIME
- We are looking for Experienced Advisors to join our Team at Southern Financial Group!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your busi...
- 1 Day Ago
Financial Advisor
- Prudential Financial
-
Slidell, LA
FULL_TIME
- We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your bus...
- 1 Day Ago
Financial Advisor
- Prudential Financial
-
Baker, LA
FULL_TIME
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checkin...
- 5 Days Ago
Financial Advisor
- Prudential Financial
-
Monroe, LA
FULL_TIME
- We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your bus...
- 13 Days Ago
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-
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About Louisiana
Louisiana is bordered to the west by Texas; to the north by Arkansas; to the east by Mississippi; and to the south by the Gulf of Mexico.
The state may properly be divided into two parts, the uplands of the north, and the alluvial along the coast.
The alluvial region includes low swamp lands, coastal marshlands and beaches, and barrier islands that cover about 20,000 square miles (52,000 km2). This area lies principally along the Gulf of Mexico and the Mississippi River, which traverses the state from north to south for a distance of about 600 mi (970 km)) and empties into the Gulf of Mexico; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Advisor jobs
$46,912 to $72,192