Sr. Financial Advisor

About NEST Capital and Viator Wealth Management

NEST Capital is a large, close-knit, independently owned financial advisory team with multiple practices, including Viator Wealth Management. The firm manages $3.2B in assets under management and employs more than seventy associates across sixteen offices located in Ohio, Florida, Georgia, Illinois, Indiana, North Carolina, and Louisiana. Our mission is to support financial advisors in pursuing a more independent path while offering broader options for owning and operating your own business.

Job Summary

We are seeking an experienced Senior Financial Advisor to join our team. The successful candidate will provide seasoned financial guidance to high-net-worth individuals, families, and businesses, helping them achieve their financial goals. The Senior Financial Advisor will develop and implement comprehensive investment plans, manage client relationships, and identify opportunities to grow the practice.

Key Responsibilities

• Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and objectives.
• Serve as the Servicing Advisor on existing practice clients.
• Create and implement comprehensive investment plans, including investment, tax and estate planning strategies, and retirement planning.
• Conduct financial analysis and provide recommendations on investment strategies, asset allocation, and risk management.
• Collaborate with other financial professionals, such as attorneys and accountants, to provide integrated financial solutions.
• Identify and pursue new business opportunities, including networking and marketing efforts.
• Stay up to date on industry trends, regulatory changes, and market developments.
• Mentor and support junior financial advisors in their professional development.
• Participate in business development and growth initiatives.

Requirements

• Bachelor’s degree in finance, accounting, or related field.
• Professional certifications, such as CFP or CIMA. Hold an active Series 7, Series 66 registrations and Life & Health Insurance Licenses.
• Minimum 7 to 10 years of experience in investment planning and wealth management.
• Track record of success in developing and maintaining client relationships.
• Strong analytical, communication, and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong knowledge of investment planning software and technology.

Preferred Qualifications

• An existing book of business with transferable client relationships, strongly preferred.
• Additional professional certifications, such as CAIA, CPA, CFA.
• Experience working with high-net-worth clients.
• Familiarity with investment planning software, such as eMoney.

What We Offer

• Competitive compensation structure, with 1099 options available.
• Benefits may include health, dental, and vision insurance.
• 401(k) plan with company match.
• Opportunities for professional growth and development.
• Collaborative and dynamic work environment.

Location

Metairie, LA 70005

How to Apply

To apply, please send your resume and cover letter to Ruth Hamilton, Director of Development, at [email protected], or call (800) 366-5384 to learn more.

Equal Opportunity Employer

NEST Capital is an equal opportunities employer and welcomes applications from diverse candidates.