Finance Jobs in Metairie, LA

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22d ago

Viator Wealth Management of NEST Capital Metairie, LA

Metairie, LA

22d ago

Full time Advisor Client Relations Client Service

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

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

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

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