If your ideal job is split between chasing new clients and doing the work you actually care about, this probably isn't it. But if you want to go deep on financial planning and investment strategy for a firm with a strong, established client base, keep reading.
We're a well-regarded wealth management firm in the Greater New Orleans area looking for a Senior Wealth Strategist to anchor our planning and investment process. You'll work across portfolio management, comprehensive financial planning, and advisor support. The role has real scope, and we're looking for someone who's ready for it.
We serve individuals, families, business owners, and retirees across the Gulf Coast region. Our practice has been built over many years through consistent, high-quality client work. The team is collaborative and holds itself to a high standard. We care about doing things right, and we're selective about who we bring on.
This role sits across three areas. There's no single lane.
You're intellectually curious and stay current on markets and planning strategy because you find the work genuinely interesting. You think analytically and communicate clearly. You can take a complex recommendation and explain it in plain language to a client who didn't ask to become a finance expert.
You take ownership without being told to. You notice what needs doing and handle it. You make the people around you better, not harder to work with. And your work product reflects a standard of detail that speaks for itself.
This is a full-time, in-office role in the Greater New Orleans area.
Send your resume along with a brief note on your background and what draws you to this kind of role. We review everything and will follow up when there's a fit.
Imagine that when you got into this business, you not only learned about financial products and how to help your clients manage their money. But you also learned how to establish, grow, and maintain your client-base.
If you learned how to do this efficiently then you would be where you wanted to be already. We help advisors achieve their business-life related goals.
And we do it quickly and systematically. The approach we take is unique, and customized to your specific practice.
Our most successful clients have doubled their production more than 4 times over the course of their life long relationship with us. We love to see our clients succeed.
We'd love to see you do it too.
The Bill Good Marketing System® is first and foremost a system. That means it combines many elements into a single unit. A car, for example, is a system for personal, motorized travel. An airplane is a system for air travel.
The Bill Good Marketing System® is a system to take you from where you are in the financial services industry to where you want to go.
