Client-Centric Financial Planner & Investment Advisor

Prudential Advisors; Baton Rouge (LA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

Job summary

A financial services firm is seeking a Regional Director in Baton Rouge, Louisiana, to deliver personalized investment solutions and support clients in achieving long-term financial goals. Responsibilities include preparing financial plans and ensuring their accuracy, while also cultivating client relationships. Ideal candidates will have a strong understanding of the investment business and excellent interpersonal skills. This full-time position offers a salary range between $50,000 and $75,000, along with benefits including medical insurance and a pension plan.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Strong understanding of the investment business

Excellent interpersonal skills

Job description

A financial services firm is seeking a Regional Director in Baton Rouge, Louisiana, to deliver personalized investment solutions and support clients in achieving long-term financial goals. Responsibilities include preparing financial plans and ensuring their accuracy, while also cultivating client relationships. Ideal candidates will have a strong understanding of the investment business and excellent interpersonal skills. This full-time position offers a salary range between $50,000 and $75,000, along with benefits including medical insurance and a pension plan.