About this role
Financial Advisor, Wealth Solutions at b1Bank. Location: Baton Rouge or Port Allen. Role: builds relationships, analyzes needs, recommends plans Requirements: Bachelor degree in Finance, Economics, Business Administration, or related; 4-7 years sales in financial services; FINRA Series 7 and/or Series 65 licenses, or ability to obtain within 75 days; CFP/CFA preferred. Category: Sales Seniority: Mid Level Tools: Microsoft Office, Financial planning software Certifications: finra series 7, finra series 65, cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English