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Wealth Advisor - Planning & Client
Job in
Baton Rouge, East Baton Rouge Parish, Louisiana, 70873, USA
Listed on 2026-09-01
Listing for:
Carson Wealth
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Carson Wealth is seeking an experienced investment adviser in the United States to establish and grow client relationships through comprehensive financial planning and advisory services. The role involves sourcing prospective clients, delivering proactive service, and maintaining regulatory compliance while pursuing continuing education and professional development.
Responsibilities include client advisory and relationship management, business development, and collaboration with firm teams.
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