Description We are in search of a Financial Advisor to join our team based in Baton Rouge, Louisiana. The successful candidate will be instrumental in managing client onboarding, executing account modifications and maintenance, and driving our financial planning initiatives. This role is an exciting opportunity for an individual with strong client relations, customer service, investment management, and securities trading skills.Responsibilities: Develop and implement tailored financial plans using our financial planning software Ensure a seamless client experience through efficient processing of account changes and maintenance Manage the client onboarding process with a focus on accuracy and compliance Collaborate with team members to meet client needs and accomplish business objectives Uphold regulatory compliance, including adherence to Series 6 and 63 requirements Adopt a client-first approach when handling account updates and changes Utilize your skills to streamline and improve the client onboarding process. Requirements Possess a minimum of 7 years of experience in a financial advisory role or a related field Demonstrated expertise in client relations and customer service Proven track record in investment management and securities trading Excellent communication and interpersonal skills Ability to analyze financial data and provide accurate financial advice Relevant certifications in financial planning or similar field Strong knowledge of financial laws and regulations Proficiency in financial planning software and tools Exceptional problem-solving and decision-making skills Proven ability to build and maintain relationships with clients Strong ethical standards and integrity Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
