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Financial assistant Jobs in Baton Rouge, LA

Last updated: 18 hours ago
  • Promoted
Financial Advisor

Financial Advisor

Roberts Wealth Managementlouisiana, LA, United States
$80,000.00–$160,000.00 yearly
Full-time
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
  • Promoted
Chief Financial Officer

Chief Financial Officer

East Baton Rouge Parish Housing AuthorityBaton Rouge, LA, United States
Full-time
Reporting to the CEO, the Chief Financial Officer is responsible for directing the fiscal functions of the agency.They include : all financial and budget management and reporting; ensuring the proce...Show moreLast updated: 2 days ago
  • Promoted
Patient Financial Counselor

Patient Financial Counselor

BATON ROUGE ORTHOPAEDIC CLINIC LLCBaton Rouge, LA, United States
Full-time
Provide comprehensive financial counseling to patients.Ensures that patients understand their financial responsibilities and assists them in navigating insurance benefits, payment plans, and financ...Show moreLast updated: 1 day ago
  • Promoted
Director of Financial Aid

Director of Financial Aid

DELTA COLLEGE OF ARTS & TECHNOLOGYBaton Rouge, LA, US
Full-time
Position Description : Delta College is a dynamic proprietary institution committed to empowering students with the education, skills, and experience needed to excel in their careers.We take pride i...Show moreLast updated: 30+ days ago
ASSISTANT AIRPORT FINANCIAL MANAGER

ASSISTANT AIRPORT FINANCIAL MANAGER

City of Baton RougeBaton Rouge, LA, US
$52,473.00 yearly
Full-time
Job Announcement City of Baton Rouge / Parish of EBR.ASSISTANT AIRPORT FINANCIAL MANAGER.Applicants using education to qualify for any job MUST attach a copy of their degree or transcript to their ap...Show moreLast updated: 17 days ago
Assistant Manager / Financial Aid Counseling

Assistant Manager / Financial Aid Counseling

Louisiana State UniversityBaton Rouge, LA, US
Full-time
The location of this position is LSU-BR and is not eligible for remote work.To be considered, qualified candidates will submit a complete application which includes a cover letter explaining their ...Show moreLast updated: 30+ days ago
Financial Advisor

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
Financial Center Supervisor

Financial Center Supervisor

Hancock WhitneyBaton Rouge, LA
Full-time
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
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Financial Advisor

Financial Advisor

Prudential FinancialLouisiana, United States, United States
Full-time
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross check...Show moreLast updated: 22 days ago
  • Promoted
HIP Financial Bookkeeper III

HIP Financial Bookkeeper III

Open Health Care ClinicBaton Rouge, LA, US
Full-time
The HIP Financial Bookkeeper III performs a variety of accounting functions such as processing claims payments or insurance premium payments, verifying amounts, and posting transactions to accounti...Show moreLast updated: 8 days ago
  • Promoted
Chief Financial Officer

Chief Financial Officer

ConfidentialBaton Rouge, LA, United States
Full-time
Mission-driven cancer treatment center.The Company is seeking a Chief Financial Officer (CFO) to join its management team. The CFO will be a key leader, overseeing all finance and accounting functio...Show moreLast updated: 2 days ago
  • Promoted
Director of Financial Services

Director of Financial Services

InsideHigherEdBaton Rouge, Louisiana
Full-time
The Director of Financial Services is responsible for ensuring the College meets and maintains its compliance objectives relative to necessary and proper administration of all federal, state and lo...Show moreLast updated: 18 days ago
Sr. Financial Advisor

Sr. Financial Advisor

GpacBaton Rouge, Louisiana, United States
Full-time
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
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Associate Financial Representative

Associate Financial Representative

Modern Woodmen of Americapointe coupee, LA, United States
Full-time
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organi...Show moreLast updated: 30+ days ago
Financial Counselor

Financial Counselor

Franciscan Missionaries of Our Lady Health SystemBaton Rouge, LA, United States
The Financial Counselor screens uninsured patients for Medicaid and financial assistance, and evaluates the patient's ability to pay for services. The Financial Counselor performs administrative and...Show moreLast updated: 30+ days ago
Sr Financial Analyst

Sr Financial Analyst

EcoplexusBaton Rouge, Louisiana, USA
Full-time
San Francisco, with offices in North Carolina, Dallas, Mexico City, and Tokyo.The Company primarily focuses on utility scale solar, solar & storage, and stand-along storage development.Ecoplexus co...Show moreLast updated: 30+ days ago
Assistant Financial Controller

Assistant Financial Controller

Shangri-LaTradersShangri-La
Permanent
Has good organizational skills.Has experience in either a luxury restaurant or a 5 • hotel environment.Enjoys interacting with people. Able to lead and motivate team.Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Financial Director

Financial Director

VirtualVocationsBaton Rouge, Louisiana, United States
Full-time
A company is looking for a Financial Director.Key ResponsibilitiesOversee Financial Managers and ensure accurate financial reporting and cash managementManage client contractual service deliverable...Show moreLast updated: 18 hours ago
  • Promoted
Financial Representative

Financial Representative

The Western and Southern Life Insurance CompanyBaton Rouge, LA, United States
Full-time
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
Financial Analyst

Financial Analyst

Baton Rouge General Medical CenterBaton Rouge, LA, US
JOB PURPOSE OR MISSION : Collects and prepares cost data, analyses fiscal accounting and related systems, regulatory submissions, preparation of and presentations for budget and reimbursement and fi...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Roberts Wealth Managementlouisiana, LA, United States
15 days ago
Salary
$80,000.00–$160,000.00 yearly
Job type
  • Full-time
Job description

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 :

  • Series 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.
  • Preferred :

  • Experience with Fixed-Indexed Annuities (FIAs).
  • Background in managed money strategies and independent RIA firms.
  • Track record of asset acquisition and competitive business transitions.
  • Compensation & Benefits

  • 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.
  • Why Join Martin Wealth Solutions?

  • 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.
  • 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.