About this role
Wealth Advisor at Carson Group. Location: Baton Rouge, Louisiana, United States. Role: Client advisory, Relationship management, Business development Requirements: Five+ years of investment advisory experience; Series 65/66 required; Bachelor’s degree preferred; CFP preferred; strong business development and client service skills. Category: Finance and Accounting Seniority: Mid Level Certifications: series 65, series 66, cfp Commitment: Full Time Workplace: Onsite Languages: English