Gulf Coast Bank
Join to apply for the
FINANCIAL ADVISOR
role at
Gulf Coast Bank
3 days ago Be among the first 25 applicants
Founded in Abbeville, LA in 1971,
Gulf Coast Bank
is known throughout Acadiana for getting to know our customers personally, understanding their needs, and serving the community. The bank has 9 locations across Acadiana and employs over 120 people. Gulf Coast Bank has stayed on the cutting edge of banking while maintaining a focus on exceptional customer service and community involvement.
Position Summary We are seeking an experienced Financial Advisor in the Acadiana Area. The ideal candidate will have a proven track record in acquiring, managing, and maintaining a client book. This role offers an excellent opportunity for entrepreneurial individuals looking to grow their business and advance their career.
Primary Responsibilities:
New Business Development:
Market services through community engagement, seminars, business events, and sponsorships.
Develop referral partnerships with estate agents, lawyers, and valuers.
Respond to client inquiries about financial planning and investments.
Financial Planning and Management:
Assess client needs and develop financial plans to meet their objectives.
Prepare and recommend financial strategies and investment options.
Monitor and review client portfolios, adjusting as needed.
Communicate investment opportunities and updates to clients.
Interpret financial reports and market trends to inform clients.
Compliance:
Adhere to fiduciary duties and regulatory requirements.
Maintain detailed records of services provided.
Stay informed of relevant laws and regulations.
What We Offer:
Competitive compensation
Full medical, dental, and vision coverage
Paid vacation, sick leave, and holidays
Support and overhead paid by Gulf Coast Bank
Client base and referral opportunities from branches
Requirements:
Bachelor's degree in Business, Finance, Accounting, or related field preferred
5+ years sales experience; 3+ years in investment sales, brokerage, insurance, or banking
Current Life, Health, and Accident Insurance Licenses in good standing
FINRA Investment Licenses (Series 7 and Series 66, or Series 7 with Series 63 and 65) in good standing
We are an equal opportunity employer committed to diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
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FINANCIAL ADVISOR
role at
Gulf Coast Bank
3 days ago Be among the first 25 applicants
Founded in Abbeville, LA in 1971,
Gulf Coast Bank
is known throughout Acadiana for getting to know our customers personally, understanding their needs, and serving the community. The bank has 9 locations across Acadiana and employs over 120 people. Gulf Coast Bank has stayed on the cutting edge of banking while maintaining a focus on exceptional customer service and community involvement.
Position Summary We are seeking an experienced Financial Advisor in the Acadiana Area. The ideal candidate will have a proven track record in acquiring, managing, and maintaining a client book. This role offers an excellent opportunity for entrepreneurial individuals looking to grow their business and advance their career.
Primary Responsibilities:
New Business Development:
Market services through community engagement, seminars, business events, and sponsorships.
Develop referral partnerships with estate agents, lawyers, and valuers.
Respond to client inquiries about financial planning and investments.
Financial Planning and Management:
Assess client needs and develop financial plans to meet their objectives.
Prepare and recommend financial strategies and investment options.
Monitor and review client portfolios, adjusting as needed.
Communicate investment opportunities and updates to clients.
Interpret financial reports and market trends to inform clients.
Compliance:
Adhere to fiduciary duties and regulatory requirements.
Maintain detailed records of services provided.
Stay informed of relevant laws and regulations.
What We Offer:
Competitive compensation
Full medical, dental, and vision coverage
Paid vacation, sick leave, and holidays
Support and overhead paid by Gulf Coast Bank
Client base and referral opportunities from branches
Requirements:
Bachelor's degree in Business, Finance, Accounting, or related field preferred
5+ years sales experience; 3+ years in investment sales, brokerage, insurance, or banking
Current Life, Health, and Accident Insurance Licenses in good standing
FINRA Investment Licenses (Series 7 and Series 66, or Series 7 with Series 63 and 65) in good standing
We are an equal opportunity employer committed to diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
#J-18808-Ljbffr