About this role
Associate Wealth Advisor at Carson Wealth. Location: Baton Rouge, Louisiana, United States. Role: Client service, Advisory support, Business development Requirements: Bachelor’s degree in Business/Finance; 1-3 years investment advisory; active 66/65 or CFP designation; clean U4/U5; strong client service; ability to manage multiple tasks. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp, series 66, series 65 Commitment: Full Time Workplace: Onsite Languages: English