Hassell Wealth Management is seeking a Financial Planner to join our growing team. Based in Houma, Louisiana, our Registered Investment Advisory firm has been serving the Gulf Coast since 2006, and we plan to be here for the long term. We put our relationships with clients front and center and are dedicated to our fiduciary obligation to always put clients first. Our goal is to provide clarity, strategy, and accountability to our clients' financial lives, and we need someone who shares our vision with a strong desire to succeed as a financial planner.
Key Responsibilities:
Conducting client meetings to gather information, understand client objectives, summarize discussions, create client-facing letters, and coordinate with appropriate parties to see action items through completion
Analyzing financial information and developing personalized financial plans, including cash flow, retirement planning, estate planning, education planning, and tax planning
Implementing investment and financial strategies in line with clients' goals
Monitoring and reviewing client portfolios, and adjusting as necessary
Providing ongoing financial education and guidance to clients
Adhering to fiduciary standards and acting in the best interests of clients
Building and maintaining strong client relationships, understanding their unique financial needs, wants, goals, and values
Staying abreast of industry trends, new regulations, and best practices in financial planning
Collaborating with other professionals such as attorneys, accountants, and insurance specialists to provide holistic financial advice
Demonstrating Wealth Plan software to prospects and current clients
Collaborating with senior advisors to onboard new client relationships and ultimately provide ongoing services to a select client base
Maintaining proficiency in financial planning technology (eMoney, Salesforce, Holistiplan, etc.)
Requirements:
Bachelor’s degree or higher
Three to five years of financial planning and/or investment advisory experience preferred
Active Series 65 or 66 certification
Clean U-4 and U-5 history
CERTIFIED FINANCIAL PLANNER® (CFP®) certification preferred, or commitment to pursue and obtain CFP® certification within two years of employment
Skills and Abilities:
Excellent communication skills
Attention to detail
Ability to work independently and as part of a team
Strong relationship management skills
Positive attitude and focus on client service
Organizational and time management skills
Proficiency in Microsoft Office Suite
Team player
Benefits:
Competitive salary and bonus potential
Short-term and long-term disability and life insurance benefits
401(k) with employer match
Group health insurance
Paid vacation
Professional and motivating work environment