Senior Wealth Stategist
$95,000–$148,000 year
On-siteNew Orleans, Louisiana, United States
Job Summary
Implement portfolio trades and monitor holdings against the firm's investment philosophy while researching managers, markets, and economic developments to contribute actionable recommendations. Build thorough financial plans covering retirement, tax, estate, and wealth transfer for clients, updating strategies as goals evolve. Serve as the go-to resource for advisors on complex cases by reviewing statements, identifying issues, and preparing for client meetings. This full-time, in-office role in the Greater New Orleans area sits across portfolio management, comprehensive financial planning, and advisor support. We are a well-regarded wealth management firm serving individuals, families, and business owners across the Gulf Coast region.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
- Strong Excel skills and comfort working with financial data and models
- Background in finance, banking, investment research, corporate finance, consulting, risk management, or a comparable field
Desired Qualifications
- MBA or advanced graduate degree
- CFA, CFP, or CPA, or active progress toward one of these credentials
- Familiarity with CRM platforms and standard financial planning software
- Prior experience inside a wealth management or financial advisory firm
- Additional professional designations or ongoing continuing education
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