Sr. Financial Advisor

Senior Financial Advisor opportunity with Viator Wealth Management of NEST Capital in Metairie, LA (onsite).

Responsibilities

• Build and sustain relationships with high-net-worth clients, identifying their financial goals and objectives
• Act as the servicing advisor for current practice clients
• Design and execute holistic investment plans covering investment, tax, estate, and retirement planning strategies
• Perform financial analysis and recommend investment strategies, asset allocation, and risk management
• Partner with attorneys, accountants, and other professionals to deliver integrated financial solutions
• Identify and pursue new business opportunities through networking and marketing activities
• Stay informed on industry trends, regulatory changes, and market developments
• Mentor and develop junior financial advisors
• Contribute to business development and growth initiatives

Requirements

• Bachelor's degree in finance, accounting, or a related field
• Professional certifications such as CFP or CIMA
• Active Series 7 and Series 66 registrations, plus Life and Health Insurance Licenses
• 7 to 10 years of experience in investment planning and wealth management
• Proven success in developing and sustaining client relationships
• Strong analytical, communication, and interpersonal abilities
• Ability to work independently and collaboratively within a team
• Solid knowledge of investment planning software and related technology

Preferred Qualifications

• Existing transferable book of business strongly preferred
• Additional certifications such as CAIA, CPA, or CFA
• Experience serving high-net-worth clients
• Familiarity with investment planning software, including eMoney

Technologies

• eMoney

What We Offer

• Competitive compensation, including 1099 options
• Benefits may include health, dental, and vision insurance
• 401(k) plan with company match
• Opportunities for professional growth and development
• Collaborative and dynamic work environment