Associate Wealth Advisor

Job overview

Associate Wealth Advisor is an onsite, full-time role in Baton Rouge, LA. The stated starting annual base salary is $60,000–$75,000, with variable compensation potential. Carson's stated mission is to be the most trusted in financial advice and to put clients first. The advisor establishes client relationships and supports existing clients with financial guidance, investment strategies, and service coordination. The role contributes to client experience and business growth through ongoing relationship management, advisory support, prospect development, and compliance.

What you'll do

• Communicate with assigned clients and prepare for reviews
• build long-term relationships and attend client events
• review investment products and reallocate to appropriate models
• coordinate money movement, strategy changes, and paperwork
• source prospective clients through networking, referrals, and firm leads
• promote wealth enhancement and trust services
• follow supervisory guidelines and maintain licensing and continuing education.

What we're looking for

Skills & competencies

associate wealth advisor

financial advice

client relationships

investment management

business development

securities licensing

baton rouge la

carson group

$60k–$75k

Work arrangement

• Weekend coverage required

Benefits & perks

• Bonus or commission potential, 401(k) with company contribution, PTO, parental leave, sabbatical leave, medical, dental, vision, HSA and FSA, life and AD&D insurance, disability coverage, work/life benefits, and wellbeing programs.

Why this role

A bachelor's degree in business, finance, or a related field and an active Series 66, Series 65, or qualifying professional designation are required. Candidates without required securities licenses may be considered in an interim capacity with licensing expected within a defined timeframe.

About the employer

Carson Group Holdings LLC is hiring for this role. Industry: Miscellaneous Financial Investment Activities. Sector: 52.