Lead Advisor/Financial Planner

Associate Wealth Management Advisor

On-Site / Baton Rouge, LA

Exciting Opportunity for Ambitious Financial Planner!

Are you ready to join a top-rated Wealth Management Company as a key member of our team? We're seeking a dynamic Financial Planner/Associate Wealth Management Advisor to partner closely with our top Advisor in client/prospect meetings, taking charge of case preparation and managing the Advisor’s calendar.

RESPONSIBILITIES: As part of our Financial Planning and Wealth Management firm, you'll collaborate on investments, estate planning, retirement strategies, and more, guiding high-net-worth individuals toward their financial goals. Utilize cutting-edge software to prepare investment and financial plans, ensuring comprehensive client solutions. Also, you will join the top Advisor in all meetings while managing his calendar and prepping all required case prep.

OTHERS DESCRIBE YOU AS: Others would describe you as dependable, a team player, loyal, smart and takes ownership of your work. You'll thrive in this role if you're known for your meticulous attention to detail, unwavering work ethic, and ability to lead. Embrace the opportunity to build lasting client relationships, tackle complex financial inquiries, and orchestrate seamless scheduling for crucial appointments.

GROWTH & COMPENSATION: Join a team where your dedication and leadership are recognized. We offer competitive compensation, including salary, health benefits, bonuses, and profit-sharing potential. If you're ready to make a significant impact and grow alongside industry leaders, we want to hear from you!

EXPERIENCE REQUIRED: MUST have Series 6, 63 or 7. Life & Health license preferred or will be required to pass within the first 90 days of work; College degree; prefer someone with CFP and/or advanced financial background.

SEND YOUR RESUME: Submit your resume today to embark on a rewarding career journey with us.