Job Description
Join our award-winning financial advisory team in Baton Rouge as a Part-Time Financial Advisor! We're seeking a passionate professional to help clients build secure financial futures through personalized investment strategies. Enjoy flexible hours, competitive compensation, and continuous professional development in a supportive environment.
Why Join Us?
- Industry-leading training and certification support
- Modern digital tools for client engagement
- Collaborative team culture with mentorship
- Work-life balance with part-time scheduling
Responsibilities
- Develop customized financial plans for individual clients
- Present investment products aligned with client goals
- Conduct regular portfolio reviews and adjustments
- Build and maintain client relationships through trust
- Stay updated on market trends and regulatory changes
- Collaborate with team on complex financial scenarios
- Meet monthly performance metrics and sales targets
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65 or 66 license (or ability to obtain within 90 days)
- 2+ years experience in financial services or sales
- Strong presentation and communication skills
- Proficiency with financial planning software
- Valid Louisiana securities registration
- Exceptional problem-solving abilities
- Professional demeanor with high ethical standards