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Financial analyst Jobs in Baton Rouge, LA
- Promoted
Financial Advisor
Roberts Wealth Managementlouisiana, LA, United States- Promoted
- New!
Patient Financial Counselor
BATON ROUGE ORTHOPAEDIC CLINIC LLCBaton Rouge, LA, United States- Promoted
Chief Financial Officer
East Baton Rouge Parish Housing AuthorityBaton Rouge, LA, United StatesFinancial Advisor
New York LifeBaton Rouge, LA- Promoted
Financial Analyst
Premier Health Consultants LLCBaton Rouge, LA, USFinancial Planning Analyst
Genworth FinancialLouisianaSenior Financial Reporting Analyst
Premier HealthBaton Rouge, LAOMF Financial Analyst 3
University of New OrleansBaton Rouge, LaSenior Financial Analyst - REMOTE
Ryder System, Inc.Baton Rouge, LA, United States- Promoted
Associate Financial Representative
Modern Woodmen of AmericaPointe Coupee Parish County, LA, United States- Promoted
Chief Financial Officer
ConfidentialBaton Rouge, LA, United StatesSr Financial Analyst
EcoplexusBaton Rouge, Louisiana, USA- Promoted
Financial Advisor
Prudential FinancialBaton Rouge, LA, United StatesLead Financial Analyst
Highmark HealthLA, Working at Home, LouisianaFinancial Planning analyst
Indotronix International CorporationLouisianaProgram Financial Analyst III (Remote & Hybrid Eligible)
Sierra Nevada CorporationLouisiana, Remote- Promoted
Financial Analyst
VirtualVocationsBaton Rouge, Louisiana, United StatesFinancial Analyst
Baton Rouge General Medical CenterBaton Rouge, LA, USSenior Financial Analyst, Value-Based Enablement
LumerisLouisiana, US- Promoted
Financial Representative
The Western and Southern Life Insurance CompanyBaton Rouge, LA, United StatesFinancial Advisor
Roberts Wealth Managementlouisiana, LA, United States- Full-time
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.