Wealth Advisor Associate - Trusted Financial Guidance

Carson Wealth; Baton Rouge (LA); Hybride; USD 60 000 - 75 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Health benefits

PTO

Résumé du poste

Carson Wealth in Baton Rouge seeks an experienced Wealth Advisor to establish new client relationships while supporting existing clients with advisory services and personalized guidance. You will promote suitable investment strategies and coordinate client service activities to ensure exceptional client experiences.

You will review current investment products, rebalance portfolios, and move money as needed, coordinating with operations to implement plans smoothly.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• Active securities licenses/qualifications required (e.g., CFP).
• Strong communication and interpersonal abilities.

Responsabilités

• Establish new client relationships and support existing clients with advisory services.
• Review investments, rebalance portfolios, and promote suitable strategies.
• Coordinate money movement and paperwork with operations to execute plans.
• Develop business growth through referrals and client engagement.
• Maintain compliance and participate in ongoing professional development.

Connaissances

Business development

Interpersonal skills

Communication skills

Organizational skills

Time management

Client service mindset

Formation

Bachelor's degree in Business or Finance

Active securities designation (e.g. CFP)

Description du poste

Carson Wealth in Baton Rouge seeks an experienced Wealth Advisor to establish new client relationships while supporting existing clients with advisory services and personalized guidance. You will promote suitable investment strategies and coordinate client service activities to ensure exceptional client experiences.

You will review current investment products, rebalance portfolios, and move money as needed, coordinating with operations to implement plans smoothly.