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Retirement Plan Advisor - Hybrid
Job in
Baton Rouge, East Baton Rouge Parish, Louisiana, 70873, USA
Listed on 2026-01-14
Listing for:
Job Juncture
Full Time
position Listed on 2026-01-14
Job specializations:
-
Business
Financial Advisor
Job Description & How to Apply Below
Compensation: $90k-$100k DOE (potentially higher if brings existing book), plus bonus and benefits
OverviewOur 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.
Responsibilities- 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.
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