Retirement Plan Advisor - Hybrid

Compensation: $90k-$100k DOE (potentially higher if brings existing book), plus bonus and benefits

Our client, a well-established financial advisory firm, is seeking a Retirement Plan Advisor to join their Baton Rouge office as it enters its next growth phase. The ideal candidate will play a key role in servicing and expanding the firm’s retirement plan business and has the opportunity to take “servicing ownership” of client relationships.

• Service and grow the firm’s retirement plan business.
• Take ownership of client relationships and act as primary point of contact for plan sponsors.
• Provide retirement plan advice, operational support and regulatory guidance to clients.
• Work closely with senior management team to contribute to strategic growth initiatives.

• Minimum 3 years of experience in a retirement plan advisory or servicing role.
• Strong knowledge of retirement plan operations, regulations and best practices.
• Experience with a 401(k) book of business or a strong pipeline of prospective clients (plus).
• Ability to work independently, take initiative and collaborate with others.
• Excellent communication and problem‑solving skills, especially when serving small business owners and plan sponsors.

• Base salary $90k–$100k with potential for $100k+ for candidates with a portable book of business.
• Flexible bonus structure based on self-generated and shared business.
• Strong upside for entrepreneurial advisors seeking long‑term growth.
• Medical benefits and 401(k) plan.