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Financial assistant Jobs in Baton Rouge, LA
- Promoted
Financial Advisor
Roberts Wealth Managementlouisiana, LA, United States- Promoted
Chief Financial Officer
East Baton Rouge Parish Housing AuthorityBaton Rouge, LA, United States- Promoted
Patient Financial Counselor
BATON ROUGE ORTHOPAEDIC CLINIC LLCBaton Rouge, LA, United States- Promoted
Director of Financial Aid
DELTA COLLEGE OF ARTS & TECHNOLOGYBaton Rouge, LA, USASSISTANT AIRPORT FINANCIAL MANAGER
City of Baton RougeBaton Rouge, LA, USAssistant Manager / Financial Aid Counseling
Louisiana State UniversityBaton Rouge, LA, USFinancial Advisor
New York LifeBaton Rouge, LAFinancial Center Supervisor
Hancock WhitneyBaton Rouge, LA- Promoted
Financial Advisor
Prudential FinancialLouisiana, United States, United States- Promoted
HIP Financial Bookkeeper III
Open Health Care ClinicBaton Rouge, LA, US- Promoted
Chief Financial Officer
ConfidentialBaton Rouge, LA, United States- Promoted
Director of Financial Services
InsideHigherEdBaton Rouge, LouisianaSr. Financial Advisor
GpacBaton Rouge, Louisiana, United States- Promoted
Associate Financial Representative
Modern Woodmen of Americapointe coupee, LA, United StatesFinancial Counselor
Franciscan Missionaries of Our Lady Health SystemBaton Rouge, LA, United StatesSr Financial Analyst
EcoplexusBaton Rouge, Louisiana, USAAssistant Financial Controller
Shangri-LaTradersShangri-La- Promoted
- New!
Financial Director
VirtualVocationsBaton Rouge, Louisiana, United States- Promoted
Financial Representative
The Western and Southern Life Insurance CompanyBaton Rouge, LA, United StatesFinancial Analyst
Baton Rouge General Medical CenterBaton Rouge, LA, USFinancial 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.