Wealth Advisor Associate - Trusted Financial Guidance

Carson Wealth

Carson Wealth in Baton Rouge seeks an experienced Wealth Advisor to establish new client relationships while supporting existing clients with advisory services and personalized guidance. You will promote suitable investment strategies and coordinate client service activities to ensure exceptional client experiences. You will review current investment products, rebalance portfolios, and move money as needed, coordinating with operations to implement plans smoothly. #J-18808-Ljbffr Carson Wealth

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Vacancy posted 4 days ago

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