About this role
Financial Advisor, Wealth Solutions at b1Bank. Location: Houma, Louisiana, United States. Role: prospecting leads, building relationships, advising clients Requirements: Bachelor in Finance, Economics, Business Administration; 4-7 years sales in financial services; FINRA Series 7 and/or Series 65 licenses or ability to obtain within 75 days; strong client relationships and communication; proficient in markets, investments, and MS Office. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Financial planning software Certifications: finra series 7, finra series 65 Commitment: Full Time Workplace: Onsite Languages: English