Senior Wealth Stategist

New Orleansonsitesenior$95K – $148K

Posted 2w ago · via Workable

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About this role

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. Who We Are 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.…

Read the full description on Bill Good Marketing's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: go, split

Level fit

This role is senior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in New Orleans. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

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