Open app
Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Planning & Investment Advisor

$43.89k - $150k

Regions Financial Corporation

Baton Rouge, LA

Regions Financial Corporation in Baton Rouge, Louisiana is seeking a Financial Advisor to build a portfolio of bank customers. This position entails providing comprehensive investment solutions and maintaining strong client relationships. Candidates should have a High School Diploma, relevant certifications, and ideally a Bachelor's degree. The role offers a base compensation alongside a variable compensation structure, allowing earning potential between $43,888 and $150,000+. A flexible and comprehensive benefits package is also provided. #J-18808-Ljbffr Regions Financial Corporation

Apply
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Planning & Investment Advisor in Baton Rouge, LA vacancy
  • Wealth Advisor Development Program
     ...Bank of America’s Merrill Wealth Management is seeking a Financial Advisor Development Program participant to build...  ...book, source prospects, and provide investment guidance aligned with client goals...  ...to deliver comprehensive financial plans. Role emphasizes training,... 
    Suggested

    Bank of America

    Baton Rouge, LA
    1 day ago
  • Wealth Advisor

    $60k - $145k

     ...Wealth Advisor In an increasingly complex world where people are starving for someone they...  ...straightforward financial advice to the investing public. We all share a common mission...  ...by delivering comprehensive financial planning and advisory services. Source prospective... 
    Suggested
    Temporary work
    Flexible hours

    Carson Group Holdings, LLC

    Baton Rouge, LA
    1 day ago
  • Associate Wealth Advisor
    Express – Retail Sales Associate – Mall Of Louisiana Express is seeking a Retail Sales Associate to join our team at Mall Of Louisiana. The Sales Associate is responsible for providing a great in‑store shopping experience for our retail customers while assisting with additional...
    Suggested
    Full time
    Part time
    Second job
    Night shift

    Carson Group Holdings, LLC

    Baton Rouge, LA
    1 day ago
  • Vacation Planning Consultant
     ...Vacation Planning Consultant (Remote) We’re looking for a Vacation Planning Consultant who is passionate about turning travel ideas into unforgettable experiences. This role is perfect for someone who enjoys helping clients create stress‑free, personalized vacations... 
    Suggested
    Remote work

    Hellosunshinetravels

    Baton Rouge, LA
    5 days ago
  • U.S. Private Bank - Private Banker - Vice President
     ...families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current...  ...solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    Chase

    Baton Rouge, LA
    7 days ago
  • Financial Representative
     ...educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling...  ...Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions. Travels throughout market(s) to prospect and... 
    Work at office
    Local area

    Western & Southern Life

    Baton Rouge, LA
    2 days ago
  • Financial Consultant
     ...with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering... 

    Wealthbridge-Financial-Group

    Baton Rouge, LA
    3 days ago
  • Trip Planning Consultant
     ...and enthusiastic Remote Travel Agent to join our team. As a Remote Travel Agent, you will be responsible for assisting clients in planning and booking their dream vacations. This is a part-time, remote/telecommute position, meaning you will have the flexibility to work... 
    Part time
    Remote work
    Flexible hours

    Penny's Adventures

    Baton Rouge, LA
    3 days ago
  • Portfolio Manager
     ...and relationships of various aspects of your business Strategic Planning: Strategic planning is an organization’s process of defining...  ...Benefits – What Diamond Infrastructure Solutions offers you We invest in you. Diamond Infrastructure Solutions invests in total rewards... 
    Permanent employment
    Contract work
    For contractors
    Work experience placement
    Visa sponsorship
    Relocation package

    Dow Chemical

    Baton Rouge, LA
    3 days ago
  • Commercial Portfolio Manager
    Job Function / Summary Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market President, the Commercial Portfolio Manager 4 is a significant supporting member of the client's Credit Delivery Team, i.e., Relationship Manager...
    Work at office
    Local area

    Hancock Whitney

    Baton Rouge, LA
    3 days ago
  • Merrill Advisor Development Program - Financial Advisor: Louisiana Mississippi Market
     ...Job Description: Merrill Wealth Management is a leading provider...  ...comprehensive wealth management and investment products and services for...  ...wealth management, including planning for retirement, education,...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Baton Rouge, LA
    5 days ago
  • Financial Advisor

    $45k - $100k

     ...clients and 20,000 financial advisors across the U.S. and Canada, we...  ...goals: retirement, building wealth, estate strategies, funding education...  ...S. and Canada than any other investment firm, serving over eight...  ...adjust the branch business plan to increase branch... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Baton Rouge, LA
    4 days ago
  • Portfolio Manager
     ...segments. This role works closely with portfolio leadership to translate portfolio and innovation strategies into actionable product plans, and ensures initiatives are grounded in consumer insights, aligned with brand guardrails, and commercially viable. Working cross-... 

    LED FastStart

    Baton Rouge, LA
    5 days ago
  • Actuary - Primary Care Organization

    $129.3k - $177.8k

     ...knowledge, experience, education, certifications, etc. $129,300 - $177,800 per year This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance. Description of Benefits Humana, Inc. and its... 
    Bi-weekly pay
    Full time
    Temporary work
    Apprenticeship
    Work experience placement
    Work at office
    Remote work
    Work from home
    Home office
    Shift work

    CenterWell

    Baton Rouge, LA
    3 days ago
  • Financial Advisor, Wealth Solutions
     ...Job Description Job Description Summary The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust understanding of financial markets... 
    Bank staff

    b1BANK

    Baton Rouge, LA
    5 days ago
  • Investment Consultant

    $101.23k - $172.36k

     ...US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment...  ...Advisor, accounting firms, and estate planning firms with the objective of providing the highest... 
    Remote work

    City National Bank

    Baton Rouge, LA
    5 days ago
  • Associate Actuary

    $106.9k - $147k

     ...knowledge, experience, education, certifications, etc. $106,900 - $147,000 per year This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance. Description of Benefits Humana, Inc. and its... 
    Full time
    Contract work
    Temporary work
    Apprenticeship
    Remote work
    Work from home

    CenterWell

    Baton Rouge, LA
    2 days ago
  • Associate Actuary

    $106.9k - $147k

     ...knowledge, experience, education, certifications, etc. $106,900 - $147,000 per year This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance. Description of Benefits Humana, Inc. and its... 
    Full time
    Contract work
    Temporary work
    Apprenticeship
    Work at office
    Remote work
    Work from home
    Home office

    Humana

    Baton Rouge, LA
    5 days ago
  • Patient Financial Advisor
     ...Patient Financial Advisor The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assists patients...  ...coverage, authorizations, and changes to Healthy Louisiana Plans. Maintains daily contact with Utilization Management, Business Office... 
    Work at office

    FMOL Health

    Baton Rouge, LA
    5 days ago
  • Grant Manager
    DESCRIPTION: The Grant Administrator will be responsible for managing the entire lifecycle of grants, from application to reporting. They will ensure compliance with funding requirements, maintain accurate records, and collaborate with various departments to maximize the...
    Work at office

    Duplantis Design Group, PC

    Baton Rouge, LA
    5 days ago
  • College Financial Representative, Internship Program

    $1,000 per month

     ...internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin... 
    Full time
    Internship
    Local area

    Unavailable

    Baton Rouge, LA
    5 days ago
  • Patient Financial Counselor
    Mary Bird Perkins Cancer Center is Louisiana’s leading cancer care organization, caring for more patients each year than any other facility in the region. And with strategic hospital and physician partnerships, we are delivering on our mission to improve survivorship and...

    Astera Cancer Care

    Baton Rouge, LA
    1 day ago
  • Treasury Analyst
     ...reporting. Oversees and records daily and monthly activity on investment securities and other balance sheet accounts and assists in researching...  ...senior management to be used for forecasting and strategic planning. Supports the bank's pledging process by verifying... 
    Bank staff

    Investar Bank National As

    Baton Rouge, LA
    3 days ago
  • College Financial Representative, Internship Program

    $1,000 per month

     ...framework for building an integrated financial planning practice from the ground up. Our college...  ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite...  ...financial strategies-insurance, investments, and annuities-built to reinforce each other... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Baton Rouge, LA
    2 days ago
  • Grant Manager
    HGA is seeking a Grant Manager to support government operations in Baton Rouge, LA. The Grant Manager will work under the supervision of a Senior Grant Manager to support HGA's government clients through the full grant lifecycle, from application through closeout. This...
    For contractors

    HGA

    Baton Rouge, LA
    5 days ago
  • Financial Advisor

    $50k - $75k

     ...Regional Director at Prudential Advisors The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals...  .... They should be comfortable creating financial plans and cross checking work to ensure complete... 
    Full time

    Prudential Advisors

    Baton Rouge, LA
    5 days ago
  • Capital Projects Investment Advisor
     ...you will play in our team We are seeking Capital Projects Investment Advisor to join us in various roles within our gulf coast...  ...Assess opportunities consistent with business strategies, plans and needs that might support a project Lead the identification... 
    Full time
    Part time
    Local area
    Flexible hours

    Exxon Mobil

    Baton Rouge, LA
    28 days ago
  • Information Security Analyst
    About the job Information Security Analyst Information Security Analyst Scope of the proposed services will include the following: Managing InfoSec Identity Management requests through the OTS Ivanti ticketing system Active Directory account creation/deletion Active Directory...

    Comtech LLC

    Baton Rouge, LA
    3 days ago
  • Director of Philanthropy, Regional Major Gifts Officer
    Director of Philanthropy (Regional Major Gifts Officer) We are looking for talented and highly-motivated individuals who demonstrate a natural desire to support the meaningful work of community oncologists and the patients we serve. Scope The Director of Philanthropy is...

    Astera Cancer Care

    Baton Rouge, LA
    5 days ago
  • Financial Planner

    $15 per hour

     ...poster from Prudential Financial Financial Advisor at Prudential Advisors Take your career to...  ...that information to build robust financial plans Helping clients prepare for their retirement. Preparing and reviewing investment portfolio recommendations Because of our comprehensive... 
    Minimum wage
    Full time
    Contract work
    Part time

    Prudential Financial

    Baton Rouge, LA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Planning & Investment Advisor. Be the first to apply!

Related searches