Senior Wealth Stategist
Bill Good Marketing
Senior Wealth Strategist
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.
What you'll do:
This role sits across three areas. There's no single lane.
Portfolio and investment work:
- Implement portfolio trades and monitor holdings against the firm's investment philosophy
- Research investment managers, markets, and economic developments; bring findings forward in a clear, usable format
- Evaluate opportunities and contribute portfolio recommendations
- Participate in investment discussions and serve as an active contributor
Financial planning:
- Build thorough financial plans for clients covering retirement, tax, estate, business succession, insurance, and wealth transfer
- Research advanced planning strategies and maintain a working library of approaches the team can draw from
- Update recommendations as clients' lives and goals evolve over time
Advisor and client support:
- Serve as the firm's go-to resource when advisors need backup on complex cases
- Review client statements, identify issues, and translate findings into clear next steps
- Prepare for client meetings and take ownership of assigned client relationships
- Help produce market commentary, client-facing educational content, and firm communications
Vacancy posted 4 days ago
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