Join The Team
Elevate Your Career At A Firm That Values You
At The Ansardi Group, we believe in empowering both our clients and our team. If you're an experienced financial advisor looking for a place where your experience is valued, your clients come first, and your professional growth is a priority, we invite you to explore the opportunities at our firm.
A Practice Built For Our Community In And Around New Orleans
Our independent financial planning firm is deeply rooted in the New Orleans metro area. Our clients are not just clients—they are our neighbors, friends, and fellow residents of this city. Whether it's supporting local businesses, volunteering at community events, or simply being a reliable presence, we’re committed to strengthening the bonds that make our community thrive.
Uniquely Personalized Support For Every Client
From the moment we meet with a client, we work hand-in-hand to understand their goals, challenges, and dreams, crafting a plan that aligns with their life vision. Our approach is as individual as each person we serve. Advisors on our team are dedicated to building trust and committed to providing exceptional service that makes clients feel valued and supported.
Do You Want To Make An Impact?
We are looking for experienced financial advisors who are passionate about helping clients reach financial success. The Ansardi Group offers a welcoming environment for seasoned professionals.
Experienced Advisors
Wirehouse Advisors
Exiting & Transitioning Advisors
Selling A Practice or Succession
Discover Your Next Opportunity
Become part of a team where your experience is valued and your growth is supported. Reach out today and experience the difference that a network of support can make.
Support Your Practice With Our Comprehensive Tools
Compliance Assistance
We provide robust support to ensure you stay on top of regulatory requirements. Our compliance team ensures that your practice can operate smoothly, without the typical administrative burden.
Practice Development
We help you grow your practice with access to tools, training, and marketing resources. We understand the challenges of business development, and we’re here to support your success every step of the way.
New Client Onboarding
Our seamless onboarding process helps ensure that new clients feel welcomed and valued from day one. We provide you with tools and support, while you focus on building a sound relationship from the start.
Back Office Support
Our support team takes care of the administrative side of things so that you can focus on serving your clients. From reporting to portfolio management, we’re here to help ensure everything runs efficiently.
The Role
As our Business Development Specialist, you will serve as a bridge between the firm, our clients, and the broader community. Your work will combine execution with presence, structure with adaptability.
Your responsibilities will include:
- Owning and executing the firm’s marketing and communications, including social media, print and digital outreach, event promotion, and content coordination.
- Representing the firm at networking events, community organizations, and local gatherings to build relationships and introduce potential clients.
- Supporting business development by identifying and introducing qualified leads to advisors, helping ensure a strong first impression and smooth handoff.
- Planning, coordinating, and supporting educational workshops, client appreciation events, and professional gatherings.
- Serving as a consistent brand ambassador, both in person and online, reflecting professionalism and cultural alignment with our client base.
- Providing backup phone coverage when needed and contributing to a collaborative, team-first office environment.
- Support general administrative and office operations, managing multiple tasks and shifting priorities with accuracy and professionalism.
What Success Looks Like
Success in this role is measured by momentum, consistency, and reputation.
- Growth in the quality of lead introductions and new client appointments.
- Increased engagement across social media and community-facing efforts.
- Well-executed, on-brand events and communications.
- Positive feedback from clients and team members regarding professionalism, responsiveness, and presence.
Who You Are
You are someone who enjoys being visible, building relationships, and representing something you believe in. You communicate clearly and confidently, adapt well to different personalities and situations, and understand that details and presentation matter.
You bring maturity, tact, and good judgment to your work. You are comfortable learning new technology and systems, stay composed under pressure, and take pride in following through.
Qualifications
- 3+ years of experience in marketing, client service, or business development.
- Strong written and verbal communication skills.
- Comfort with professional networking and public-facing roles.
- High attention to detail and polished personal presentation.
- Tech-savvy with the ability to learn CRMs and software quickly.
- Adaptable, poised, and collaborative by nature.
Compensation & Benefits
- Base salary $55,000–$75,000, depending on experience.
- Bonus opportunity tied to performance and growth initiatives.
- 401(k) with matching and discretionary profit sharing.
- Paid group life, short-term, and long-term disability insurance.
- Access to voluntary benefits including dental, vision, accident, and critical illness insurance.
- Full-time, in-office role with standard hours (8:00am–5:00pm, one-hour lunch).
- Growth potential as the firm continues to expand its outreach and development efforts.
To Apply
Please submit your resume to tray@ansardigroup.com along with a brief letter introducing yourself and sharing your interest in the role.
Our Team
Our skilled, dedicated, and ambitious team is aligned to provide knowledgeable guidance to our clients.
Our Approach
We craft personalized, internally built and managed plans backed by diligent, client-focused service.
About Us
Our independent financial planning firm brings financial confidence to clients so they can focus on what matters.