Financial advisor trainee Jobs in Baton Rouge, LA
Last updated: 9 hours ago
Martin Wealth Solutions is a rapidly growing, independent financial advisory firm dedicated to helping pre-retirees and retirees achieve financial security and peace of mind.Specializing in retirem...Show moreLast updated: 15 days ago
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you.Financial advisors partner with clients to help them achieve their long-term finan...Show moreLast updated: 3 days ago
Merrill Financial Solutions Advisor : Louisiana Mississippi Market.New Orleans, Louisiana;Baton Rouge, Louisiana; Biloxi, Mississippi.
Mandeville, Louisiana; Tupelo, Mississippi; Meridian, Mississip...Show moreLast updated: 2 days ago
Are you ready to build a rewarding and lifelong career? Do you thrive in a team environment that challenges you to be your best? Join 84 Lumber, a family-owned company founded on growth, stability,...Show moreLast updated: 2 days ago
Career path & Advancement Opportunities.Supplemental Insurance (Dental, Vision, Short and Long Term Disability, etc.We are looking for a high-performing Service Advisor to join our successful team....Show moreLast updated: 8 days ago
All Job Postings will close at 12 : 01a.EST) on the specified Closing Date (if designated).If you close the browser or exit your application prior to submitting, the application progress will be save...Show moreLast updated: 7 days ago
Southern Farm Bureau is a great company and an excellent place to work.The Company offers a family-oriented work environment and a rich benefit package including paid time off, company matched 401(...Show moreLast updated: 2 days ago
The financial / industry analyst will gather information, analyze the information, and use that information to assess the performance of the company, make recommendations and provide guidance for the...Show moreLast updated: 5 days ago
UniFirst is seeking a driven customer focused Route Trainee to join the UniFirst team.As a Route Trainee, you will support the Service Department by helping Route Service Representatives with loadi...Show moreLast updated: 9 hours ago
Thank you for your interest in our company! To apply, click on the button above.You will be required to create an account (or sign in with an existing account).
Your account will provide you access ...Show moreLast updated: 30+ days ago
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals.You’ll enjoy the satisfaction of making a difference in the lives of the people you ser...Show moreLast updated: 30+ days ago
As a Service Advisor, you will own our customer's experience in the service lane.You are the first point of contact with our customers and will be well-versed in product offerings, inventory needs,...Show moreLast updated: 8 days ago
We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more.
At Prudential Advisors we want to help you grow your b...Show moreLast updated: 22 days ago
A company is looking for a Financial Professional- Advisor Assist.Key ResponsibilitiesProactively contact clients via phone, email, and chat to establish relationshipsProvide a single point of cont...Show moreLast updated: 1 day ago
Are you tired of large institutions whose values and ethics have gone down the drain? A great company should be founded and built upon mutual understanding, trust, collaboration, and respect.Do you...Show moreLast updated: 13 days ago
First Student is the largest school transportation provider in North America with more than a century of experience providing safe and reliable transportation.
We work with 1,250 school districts in...Show moreLast updated: 30+ days ago
Late model Freightliner Cascadias or Kenworth.No recent major moving traffic violations.Must be able to pass a drug test at orientation.
This position offers benefits options for an individual or a ...Show moreLast updated: 4 days ago
Explore Your Future at Western & Southern Life.Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly mot...Show moreLast updated: 22 days ago
- Promoted
Financial Advisor
Roberts Wealth Managementlouisiana, LA, United States$80,000.00–$160,000.00 yearly
Full-time
- Promoted
Financial Advisor - Career Change Opportunity
Edward JonesFort Johnson, LA, United States$45,000.00–$100,000.00 yearly
Full-time
- Promoted
Merrill Financial Solutions Advisor : Louisiana Mississippi Market
Bank of AmericaBaton Rouge, LA, United StatesFull-time
- Promoted
Manager Trainee
85 LumberBaton Rouge, LA, United StatesFull-time
- Promoted
Service Advisor
Chabill's Tire and Auto ServicePort Allen, LA, United States$15.00–$22.00 hourly
Full-time
- Promoted
Academic Advisor
Louisiana State UniversityBaton Rouge, LA, United StatesFull-time
Financial Advisor
New York LifeBaton Rouge, LA Insurance Agent with New York Life Insurance Company.The fundamental foundation of a New York Life Insurance Agent’s role is built client by client.
Our agents are uniquely qualified to help their c...Show moreLast updated: 30+ days ago
- Promoted
Account Underwriter Trainee
Virginia Farm Bureau MutualBaton Rouge, LA, United StatesFull-time
- Promoted
Financial Analyst
Premier Health Consultants LLCBaton Rouge, LA, USFull-time
- Promoted
- New!
Route Trainee - UniFirst
UniFirstBaton Rouge, LA, United StatesFull-time
Senior Financial Advisor
Hancock WhitneyBaton Rouge, LAFull-time
Financial Advisor -Baton Rouge
ThriventLA,Baton RougeFull-time
- Promoted
Service Advisor
Gerry Lane BuickBaton Rouge, LA, United StatesFull-time
- Promoted
Financial Advisor
Prudential FinancialBaton Rouge, LA, United StatesFull-time
- Promoted
State Licensed Financial Advisor
VirtualVocationsBaton Rouge, Louisiana, United StatesFull-time
Sr. Financial Advisor
GpacBaton Rouge, Louisiana, United StatesFull-time
Quick Apply
Manager Trainee
First Student Shared ServicesBATON ROUGE, LAFull-time
Manager Trainee
84 LumberBaton Rouge, Louisiana Are you looking for a profitable, lifelong career? Would you thrive on a team that challenges you to be your best at a family-owned company that is founded on growth, stability, and the idea that “...Show moreLast updated: 30+ days ago
- Promoted
Trainee Position
Class A SolutionsBATON ROUGE, LAFull-time
- Promoted
Financial Representative
The Western and Southern Life Insurance CompanyBaton Rouge, LA, United StatesFull-time
Financial Advisor
Roberts Wealth Managementlouisiana, LA, United States15 days ago
Salary
$80,000.00–$160,000.00 yearly
Job type
- Full-time
Job descriptionSeries 65 License (or equivalent SEC-qualifying designation). Life & Health Insurance License (or willingness to obtain). 3+ years of experience in financial planning, retirement planning, or wealth management. Proven ability to close business and convert prospects into clients. Knowledge of fee-based investing, managed portfolios, and annuities (particularly FIAs). Strong communication and relationship-building skills. Experience with Fixed-Indexed Annuities (FIAs). Background in managed money strategies and independent RIA firms. Track record of asset acquisition and competitive business transitions. Base Salary : $80,000 - $160,000 per year (commensurate with experience and production potential). Performance-based earnings (AUM growth, fee revenue, annuity production) with six-figure potential within the first year. No cap on earnings; top performers earn significantly more. Full-time, in-office position in Roanoke, VA. Firm-provided pre-qualified leads; no cold prospecting required. Operational support for case design, onboarding, and client service. Collaborative, high-energy team environment focused on advisor success. Focus on Clients : Spend 100% of your time meeting with clients and closing business—no prospecting required. Unlimited Earning Potential : Compensation structure rewards top performers with six-figure and above earning potential. Fiduciary Environment : Operate in a conflict-free, client-first environment without broker-dealer affiliation. Growth-Oriented : Join a firm investing heavily in advisor development, marketing, and operational support.
Company Overview
Martin Wealth Solutions is a rapidly growing, independent financial advisory firm dedicated to helping pre-retirees and retirees achieve financial security and peace of mind.
Specializing in retirement planning, wealth management, and income strategies, the firm primarily serves the mass affluent, retirement-aged demographic through fee-based managed money and fixed-indexed annuities (FIAs).
Martin Wealth Solutions is not affiliated with a broker-dealer, enabling advisors to operate as fiduciaries and offer conflict-free financial advice.
The firm’s robust marketing and lead-generation system ensures a steady stream of qualified appointments—eliminating the need for cold prospecting.
Position Overview
This role is designed for a highly skilled, sales-driven Financial Advisor who thrives in a client-facing capacity. Advisors will focus on meeting with pre-qualified prospects, developing tailored financial plans, and closing business.
There is no prospecting required—advisors spend their time advising clients and closing sales.
Key Responsibilities
- Conduct scheduled meetings with pre-qualified prospects.
- Develop and present customized financial plans focused on retirement security and asset management.
- Recommend and implement solutions using managed money, fixed-indexed annuities, and other financial vehicles.
- Educate clients on investment strategies, income planning, and tax-efficient withdrawals.
- Convert high-quality leads into long-term clients through effective sales conversations.
- Collaborate with internal planning and operations teams to execute client strategies.
- Maintain compliance with fiduciary standards and industry regulations.
Qualifications & ExperienceRequired :
Preferred :
Compensation & Benefits
Why Join Martin Wealth Solutions?
Ready to Advance Your Career?
If you are a performance-driven Financial Advisor eager to eliminate prospecting and maximize your earning potential, apply today to join Martin Wealth Solutions and help clients achieve a secure retirement.