Hassell Wealth Management is looking for an enthusiastic and driven individual to join our team as an Entry-Level Financial Planner. This is an exciting opportunity to kick-start your career in the financial planning industry and gain valuable experience at our Registered Investment Advisory firm based in Houma, Louisiana. We are committed to providing comprehensive financial guidance to our clients and are seeking a motivated individual who is passionate about learning and developing their skills as a financial planner.

Key Responsibilities:

• Assisting senior advisors in conducting client meetings, gathering information, drafting client-facing letters, and coordinating with clients and appropriate third parties to see action items through completion

• Adhering to fiduciary standards and acting in the best interests of clients

• Learning to analyze financial information and develop personalized financial plans, including cash flow, retirement planning, estate planning, education planning, and tax planning

• Supporting the implementation of investment and financial strategies aligned with clients' goals

• Assisting in monitoring and reviewing client portfolios, and adjusting as necessary

• Providing support in delivering ongoing financial education and guidance to clients

• Building and maintaining professional relationships with clients and other industry professionals

• Staying informed about industry trends, new regulations, and best practices in financial planning

• Collaborating with senior advisors to onboard new client relationships and provide ongoing services

• Training and mastery of all firm technology (eMoney, Salesforce, Holistiplan, Microsoft Office Suite, etc.) and maintaining proficiency

Requirements:

• Bachelor’s degree or higher

• Strong passion for financial planning and a desire to pursue a career in the industry

• Experience in a nontraditional financial advisory career path, such as accounting, law, teaching, counseling, etc., is welcomed

• Series 65 or 66 certification is a plus, but not required

• Clean U-4 and U-5 history

• Strong commitment to obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification within 24 months of employment

Skills and Abilities:

• Excellent communication and interpersonal skills

• Strong analytical and problem-solving abilities

• Proactive attitude and eagerness to learn

• Ability to work independently without oversight

• Ability to work well within a team and take initiative

• Proficiency in Microsoft Office Suite

Benefits:

• Competitive salary and bonus potential

• Opportunity for growth and development in the financial planning industry

• Short-term and long-term disability and life insurance benefits

• 401(k) with employer match

• Group health insurance

• Paid vacation

• Mentorship and support from senior advisors

• Professional and motivating work environment

Hassell Wealth Management is seeking a Financial Planner to join our growing team. Based in Houma, Louisiana, our Registered Investment Advisory firm has been serving the Gulf Coast since 2006, and we plan to be here for the long term. We put our relationships with clients front and center and are dedicated to our fiduciary obligation to always put clients first. Our goal is to provide clarity, strategy, and accountability to our clients' financial lives, and we need someone who shares our vision with a strong desire to succeed as a financial planner.

Key Responsibilities:

• Conducting client meetings to gather information, understand client objectives, summarize discussions, create client-facing letters, and coordinate with appropriate parties to see action items through completion

• Analyzing financial information and developing personalized financial plans, including cash flow, retirement planning, estate planning, education planning, and tax planning

• Implementing investment and financial strategies in line with clients' goals

• Monitoring and reviewing client portfolios, and adjusting as necessary

• Providing ongoing financial education and guidance to clients

• Adhering to fiduciary standards and acting in the best interests of clients

• Building and maintaining strong client relationships, understanding their unique financial needs, wants, goals, and values

• Staying abreast of industry trends, new regulations, and best practices in financial planning

• Collaborating with other professionals such as attorneys, accountants, and insurance specialists to provide holistic financial advice

• Demonstrating Wealth Plan software to prospects and current clients

• Collaborating with senior advisors to onboard new client relationships and ultimately provide ongoing services to a select client base

• Maintaining proficiency in financial planning technology (eMoney, Salesforce, Holistiplan, etc.)

Requirements:

• Bachelor’s degree or higher

• Three to five years of financial planning and/or investment advisory experience preferred

• Active Series 65 or 66 certification

• Clean U-4 and U-5 history

• CERTIFIED FINANCIAL PLANNER™ (CFP®) certification preferred, or commitment to pursue and obtain CFP® certification within two years of employment

Skills and Abilities:

• Excellent communication skills

• Attention to detail

• Ability to work independently and as part of a team

• Strong relationship management skills

• Positive attitude and focus on client service

• Organizational and time management skills

• Proficiency in Microsoft Office Suite

• Team player

Benefits:

• Competitive salary and bonus potential

• Short-term and long-term disability and life insurance benefits

• 401(k) with employer match

• Group health insurance

• Paid vacation

• Professional and motivating work environment