ansardi groupBelle Chasse, LA
Director of Investments & Wealth Planning
$100,000-$200,000
Apply (opens in a new tab)Director of Investments & Wealth Planning
Director of Investments & Wealth Planning
ansardi groupBelle Chasse, LA
2 days ago
$100,000-$200,000
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Hiring - Director of Investments and Wealth Planning
Shape wealth. Build legacies.
Belle Chasse, Louisiana | Greater New Orleans
Full-time, in-office | $100,000-$200,000 base salary plus performance-based bonuses
The opportunity:
The Ansardi Group is seeking an experienced wealth management professional to help lead our investment
and financial planning process. This role brings together hands-on portfolio management, comprehensive
planning, and advisor and client support for an established client base.
You will work closely with our advisors to turn research and analysis into thoughtful recommendations,
implement portfolio decisions, and help clients navigate complex financial matters. The opportunity offers
substantial responsibility for someone who takes ownership and values careful, high-quality work.
About The Ansardi Group
We serve individuals, families, business owners, and retirees across the Gulf Coast region. Our practice is
built on long-term relationships, personalized guidance, and attentive service. Our team works collaboratively
and holds itself to a high standard of professionalism and care.
Key responsibilities: Portfolio and investment management
Help design, implement, and monitor the firm’s investment models and portfolios in alignment with our investment philosophy.
Execute portfolio trades and review holdings, allocations, and investment performance.
Research investment managers, markets, and economic developments; present findings in a clear, useful format.
Evaluate investment opportunities, develop portfolio recommendations, and contribute actively to investment discussions.
Comprehensive financial planning
Develop detailed plans addressing retirement, tax considerations, estate planning, business succession, insurance, and wealth transfer.
Research advanced planning strategies and maintain resources the advisory team can use on complex cases.
Update plans and recommendations as clients’ circumstances, priorities, and goals evolve.
Qualifications and role details
Advisor and client support
Serve as a resource to advisors on complex investment and planning questions.
Review client statements, identify issues, and translate findings into practical next steps.
Prepare for client meetings, participate in discussions, and take ownership of assigned client relationships.
Help develop market commentary, client education, and firm communications.
Required qualifications:
Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
Series 7 license.
Prior experience within a wealth management or financial advisory firm.
Strong Excel skills and comfort working with financial data and models.
Preferred qualifications:
CFP®, CFA, or CPA credential, or active progress toward one of these credentials.
MBA or another advanced graduate degree.
Familiarity with CRM platforms and financial planning software.
Additional relevant professional designations and a commitment to continuing education.
The professional who will thrive here
You are intellectually curious, analytical, and engaged with investment research and planning strategy. You
can explain a complex recommendation clearly to a client and present your reasoning effectively to
colleagues.
You take initiative, follow through, and notice details that matter. You work well with others, welcome
responsibility, and bring sound judgment and a consistent standard of care to your work.
Compensation and benefits:
Base salary of $100,000-$200,000, commensurate with experience, plus performance-based bonuses.
401(k) with employer match and profit sharing.
Paid time off.
Licensing and professional development support and reimbursement.
Also on the board Same function, level within a rung
Level
Manager
Salary
$100,000-$200,000
Location
Belle Chasse, LA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago