Division: Wealth Management
FLSA Status: Exempt/Full Time
Reports To: Program Manager
Location: Northshore & Southshore
Gulf Coast Wealth Management is looking to add an experienced financial advisor to our existing wealth management team. The ideal candidate will have record of success in insurance and investment sales, technical experience using financial planning and risk profiling tools and technology, and an exemplary compliance history.
About Gulf Coast Bank and Trust Company
Gulf Coast Bank & Trust Company offers personal & business banking services to the communities in Baton Rouge, New Orleans, and surrounding Southeast Louisiana areas. Banking services include checking and savings accounts with online and mobile banking options as well as personal loans, home loans, business loans, and trust and brokerage services.
Our mission is to strengthen our relationship with our customers by combining the values of old-fashioned community banking focused on individualized customer service with innovative, competitive banking products and trust and brokerage services. Simply put, we are The Bank That Cares About You.
Education/Training/Experience/Skills Necessary to Perform Successfully:
- FINRA Series 7 license
- FINRA Series 66 license, or FINRA Series 63/65 licenses
- Life, Accident and Health Insurance License
- Bachelor’s Degree, or equivalent experience
- 5 years of sales experience, with at least 2 years of investment sales experience
- Excellent interpersonal and communication skills