16 client advisor jobs at 7 companies in Baker, LA
3w
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J.P. Morgan Wealth Management - Private Client Advisor - Baton Rouge, LA
Baton Rouge, Louisiana, United States
OnsiteFull Time
2+ YOE2+ years financial advisor experience, client acquisition ability, Series 7 and Series 66 required (or obtained within 60 days), life/health/long-term-care insurance license required, CFP preferred, bachelor’s preferred.
3w
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Wealth Management Client Associate
Baton Rouge, Louisiana, United States
OnsiteFull Time
Provide client service support to financial advisors, excellent client communication, high school diploma/GED required, ability to learn technology platforms; FINRA SIE/Series 7/66 (63/65 accepted) and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Baton Rouge, Louisiana, United States
OnsiteFull Time
Provide client service support to Financial Advisors; high school/GED required; client‑centric, motivated, able to learn new platforms; SIE/Series 7/66 (63/65 accepted) preferred; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Wealth Advisor
Baton Rouge, Louisiana, United States
$60k-$145k/yr OnsiteFull Time
5+ YOEFive+ years of investment advisory experience; Series 65/66 required; Bachelor’s degree preferred; CFP preferred; strong business development and client service skills.
2mo
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Wealth Advisor
Baton Rouge, Louisiana, United States
$60k-$145k/yr OnsiteFull Time
5+ YOERequires 5+ years of investment advisory experience, active Series 65 or 66, clean U-4, strong business development, communication, organization, and client service skills. Bachelor's degree and CFP preferred.
4w
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Financial Advisor
Baton Rouge, Louisiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial mindset, client-facing experience, obtain Life/Accident & Health, SIE, Series 6, 7, 63 licenses; CFP support available; legal US work authorization required.
1mo
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Financial Advisor
Baton Rouge, Louisiana, United States
$44k-$150k/yr OnsiteFull Time
0.5+ YOEHigh school diploma or GED, 6 months related experience, Series 7 and Series 63/65 or Series 66, life insurance license within 60 days, strong client relationship and financial planning skills.
2mo
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Associate Wealth Advisor
Baton Rouge, Louisiana, United States
$60k-$75k/yr OnsiteFull Time
Bachelor's degree in Business/Finance, active securities registration (Series 65 or 66 or CFP), strong business development and client service skills, clean U4/U5 history required.
2mo
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Associate Wealth Advisor
Baton Rouge, Louisiana, United States
$60k-$75k/yr OnsiteFull Time
1+ YOEBachelor’s degree in Business/Finance; 1-3 years investment advisory; active 66/65 or CFP designation; clean U4/U5; strong client service; ability to manage multiple tasks.
2mo
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Associate Wealth Advisor
Baton Rouge, Louisiana, United States
$60k-$75k/yr OnsiteFull Time
1+ YOEBachelor's degree in business, finance, or related field; active Series 66, Series 65, or qualifying professional designation; clean U4/U5 history; strong business development and client service skills.
1mo
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Skillbrige Career Advisor Training
Pensacola or Metairie or Shreveport or Baton Rouge
$30k/yr OnsiteContract
SkillBridge opportunity for active service members; sponsor training and licensing (Life & Health, SIE, Series 7, Series 66). Bachelor's in finance/economics preferred, client-facing experience, MS Office proficiency, strong communication, coachable mindset.
Microsoft Office, Kaplan Live Training
6d
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Associate Financial Advisor - Paulina, LA
Paulina, Louisiana, United States
OnsiteFull Time
Bachelor's degree or equivalent; sales or client-relationship experience; willingness to obtain Series 7, Series 66, and state insurance licenses (sponsored); strong communication and goal orientation; familiarity with financial planning software.
MoneyGuide, Salesforce
22h
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Associate Financial Advisor - Baton Rouge, LA
Baton Rouge, Louisiana, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication skills; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
2mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Baton Rouge, Louisiana, United States
$13/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, complete training, and basic computer/scanner use.
handheld scanners, multiple frequency devices
3w
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Financial Advisor - Baton Rouge, LA - Market 33, Region 203
Baton Rouge, Louisiana, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, obtain required FINRA/insurance registrations (SIE, Series 7, Series 66), and deliver personalized financial strategies; bachelor's degree strongly preferred.
1mo
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Branch Office Administrator - Ponchatoula, LA
Ponchatoula, Louisiana, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, manage account tasks, support marketing and operations, and use tools such as MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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