Financial Advisor

Position Summary

Gulf Coast Bank is seeking an experienced Financial Advisor based in the Acadiana area. The ideal candidate will have a proven track record of successfully acquiring, managing, and growing a book of business.

Primary Responsibilities

• New Business Development:
  • Engage in the community, give seminars, attend business events and conferences, and sponsor community and charitable events.
  • Develop reciprocal referral opportunities with other professionals like estate agents, lawyers, and valuators.
  • Communicate with prospective customers about financial planning and investments.
  • Achieve a comprehensive understanding of clients' financial needs and design tailored financial strategies.
  • Regularly monitor and analyze clients' accounts, review investment reports, and make necessary adjustments to improve financial performance.
  • Update clients on potential investment opportunities, introduce new financial products, and recommend adjustments to the financial plan.
  • Prepare and/or interpret financial document summaries, investment performance reports, and income projections for clients.
  • Maintain awareness of market trends and research available investment opportunities to ensure suitability or best interest for clients' financial plans.
• Compliance:
  • Meet the fiduciary duty and regulatory requirements of the role.
  • Keep detailed records of services provided.
  • Maintain up-to-date knowledge of federal and state laws regarding investments, financial advice, and fees for financial services.

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.
• Currently possess Life, Health, and Accident Insurance Licenses – fixed annuity and variable annuity and be in good standing.
• Currently possess FINRA Investment License(s) – Series 7 and Series 66, or Series 7 with Series 63 and 65 and be in good standing.

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.

Company Information

• Founded in Abbeville, LA in 1971
• Known for personalizing customer relationships and community involvement
• 9 locations across the Acadiana area
• Employment of over 120 people

What We Value

• Diversity and inclusion
• Equal opportunity employer