Job Description
Join Baton Rouge's premier wealth management firm as a Senior Financial Advisor and transform clients' financial futures. We seek dynamic professionals to build high-net-worth portfolios in Louisiana's growing economic hub. Enjoy uncapped earning potential, comprehensive benefits, and industry-leading training. Work alongside CFP®-certified experts in our state-of-the-art downtown office.
Responsibilities
- Develop customized financial strategies for high-net-worth individuals and families
- Manage investment portfolios exceeding $50M in assets under management
- Drive new client acquisition through targeted networking and referrals
- Conduct comprehensive retirement planning and estate optimization
- Maintain FINRA Series 7/66 certifications and compliance standards
- Leverage CRM systems for client retention and growth tracking
Qualifications
- 5+ years experience in financial services or wealth management
- Current CFP® or ChFC designation preferred
- Proven track record exceeding $1M annual production
- Expertise in tax-efficient investment strategies
- Exceptional presentation and negotiation skills
- Strong analytical abilities with portfolio modeling experience