4 senior advisor jobs at 3 companies in Diamondhead, MS
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Senior Financial Advisor – Experienced Professionals
Biloxi, Mississippi, United States
FieldFull Time
5+ YOE5+ years financial services experience; Series 7 & 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; proven client relationship and portfolio management; ability to run an independent, commission-based practice; military affiliation preferred.
2mo
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Trust Advisor 3
New Orleans or Covington
OnsiteFull Time
8+ YOEManages complex wealth management client relationships within private wealth management; experience in banking/financial services; Series 7/66 preferred; bachelor's degree; 8 years experience.
1mo
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Wealth Financial Advisor - Slidell, LA
Slidell or Baton Rouge
HybridFull Time
7+ YOESeries 7 and Series 65 or 66, state life & health license, 7+ years industry experience, CFP strongly desired, bachelor’s degree or equivalent, familiarity with financial planning tools.
Salesforce CRM, eMoney, Retirement Pathfinder, Wealthscape Trading Platform
1mo
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Wealth Financial Advisor - Slidell, LA
Slidell or Baton Rouge
HybridFull Time
7+ YOERequires Series 7, Series 65 or 66, state life & health license, CFP preferred, bachelor’s or equivalent, and 7+ years industry experience.
Salesforce CRM, eMoney, Retirement Pathfinder, NFS’s Wealthscape Trading Platform