Senior Wealth Strategist

Job overview

The Senior Wealth Strategist role is onsite in New Orleans, LA, with a base salary of $100,000–$200,000 per year, plus performance-based bonuses. The role supports a wealth management firm serving individuals, families, business owners, and retirees across the Gulf Coast region. This position anchors the firm’s planning and investment process across portfolio management, comprehensive financial planning, and advisor support. It helps deliver informed investment recommendations, tailored client plans, and clear guidance to clients and advisors.

What you'll do

• Implement portfolio trades and monitor holdings against the firm’s investment philosophy
• research investment managers, markets, and economic developments
• evaluate opportunities and contribute portfolio recommendations
• build and update comprehensive financial plans
• research advanced planning strategies
• support advisors on complex cases
• review client statements
• prepare for meetings and manage assigned client relationships
• contribute market commentary, educational content, and firm communications.

What we're looking for

Skills & competencies

senior wealth strategist

wealth management

financial planning

investment strategy

portfolio management

client relationships

advisor support

new orleans la

bill good marketing

series 7

bachelor's degree required

$100k–$200k base salary

Work arrangement

• Weekend coverage required

Benefits & perks

• $100K–$200K base salary, performance-based bonuses, 401(k) with employer contribution, PTO, and licensing and professional development support and reimbursement.

Why this role

Broad responsibility spanning investment research, financial planning, and advisor and client support; $100,000–$200,000 base salary plus performance-based bonuses.

About the employer

Bill Good Marketing is hiring for this role. Industry: International, Secondary Market, and All Other Nondepository Credit Intermediation. Sector: 52.