Financial Advisor
6 - 10 years
Metairie, LA
Full-time
Onsite
1 month ago
About the role
Company Description
Compass Capital Management LLC is an independent fiduciary financial planning firm dedicated to helping clients achieve their financial goals through a personalized approach. With a team boasting over 250 years of combined experience, we provide tailored guidance while maintaining a commitment to education and transparency. As an independent entity, we leverage the latest technology and insights to offer custom solutions across financial planning, investments, and retirement. Our client-focused philosophy ensures a well-charted financial journey toward long-term success. Based in Metairie, Louisiana, Compass Capital Management is independently owned and operated, and offers securities and advisory services in partnership with Cetera Wealth Services, LLC and Cetera Investment Advisers LLC.
Role Description
We are seeking a Financial Advisor for a full-time, on-site role at our Metairie, LA office. The Financial Advisor will work closely with clients to provide personalized financial planning, develop retirement strategies, and identify investment opportunities. This position involves evaluating clients' financial situations, creating and implementing comprehensive financial plans, and proactively addressing clients' ongoing financial needs. The role also includes presenting investment strategies, monitoring financial goals, and maintaining strong client relationships.
Qualifications
Compass Capital Management LLC is an independent fiduciary financial planning firm dedicated to helping clients achieve their financial goals through a personalized approach. With a team boasting over 250 years of combined experience, we provide tailored guidance while maintaining a commitment to education and transparency. As an independent entity, we leverage the latest technology and insights to offer custom solutions across financial planning, investments, and retirement. Our client-focused philosophy ensures a well-charted financial journey toward long-term success. Based in Metairie, Louisiana, Compass Capital Management is independently owned and operated, and offers securities and advisory services in partnership with Cetera Wealth Services, LLC and Cetera Investment Advisers LLC.
Role Description
We are seeking a Financial Advisor for a full-time, on-site role at our Metairie, LA office. The Financial Advisor will work closely with clients to provide personalized financial planning, develop retirement strategies, and identify investment opportunities. This position involves evaluating clients' financial situations, creating and implementing comprehensive financial plans, and proactively addressing clients' ongoing financial needs. The role also includes presenting investment strategies, monitoring financial goals, and maintaining strong client relationships.
Qualifications
- Proficiency in Financial Planning and Retirement Planning, with the ability to design and implement well-rounded strategies for clients
- Strong knowledge of Finance, Investments, and Financial Advisory services
- Excellent interpersonal and communication skills to effectively guide and support clients
- Ability to analyze complex financial information and provide actionable recommendations
- Relevant certifications, such as CFP® (Certified Financial Planner) accreditation, are strongly preferred
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- Proficiency in financial planning software and portfolio management tools
- Experience in a fiduciary financial consulting role is a plus
Skills
Financial Services