Financial Advisor

Highland Wealth is a multi-generational wealth management firm specializing in personalized financial planning, investment, and insurance services. With over 80 years of combined expertise, the team provides tailored strategies and guidance to help clients achieve their financial goals. As part of the Northwestern Mutual Wealth Management Company, Highland Wealth delivers extensive resources paired with the personalized attention of an exclusive firm.

Guided by credentialed professionals, the firm strives to ensure accountability and measurable progress toward each client’s vision of success.

This is a full-time on-site role for a Financial Advisor based in Baton Rouge, LA. The Financial Advisor will be responsible for creating and managing personalized financial plans for clients, assisting with retirement planning, providing investment recommendations, and offering financial advisory services. Day-to-day tasks will include meeting with clients, analyzing financial data, proposing strategies, and regularly reviewing and updating plans to ensure they align with client goals.

• Knowledge and experience with Investments and Retirement Planning
• Proficiency in Finance and a deep understanding of financial products and services
• Excellent interpersonal and communication skills
• Bachelor's degree in Finance, Business, Economics, or a related field
• Relevant certifications such as CFP (Certified Financial Planner) or similar are preferred
• Ability to develop and sustain long-term client relationships

• Strong Referral and Marketing Support
• A Team-based Service Model
• Opportunities for Growth and Leadership
• A Client-First Culture Built for the Long Run