Asesor financiero - KC Wealth Management

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• Edward Jones

  

  Financial Advisor

  hace 6 días

  Baton Rouge

  Job Overview This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

• Wheeler District of Northwestern Mutual

  

  Financial Advisor with Management Experience

  hace 20 días

  Baton Rouge

  Job DescriptionBenefits: • Stipend, • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Transition Your Management Experience into a Career in Financial Services with the Wheeler District - Northwestern Mutual! Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level. • Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success., • Build Meaningful Relationships: Just as youve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions., • See the Impact of Your Work: In management, youve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security., • Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isnt capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.Our thriving office is located at: 1 Smart Way Suite 101, Baton Rouge, LA 70810 Meet Our Team: Chris McGhee, Financial Advisor: • How long with NM? Since July 2009 as an intern; went full-time in January 2010., • Previous job/career/business experience? College baseball player at LSU., • Passionate about outside of work? Chris is passionate about his kids, Camden (9) and Collins (6), his faith in Christ, coaching youth baseball, and continuously growing in all aspects of life, especially through building meaningful relationships.Ben Wheeler, Financial Representative & Market Leader:, • How long with NM? 24 years, started as an intern before going full-time., • Previous job/career/business experience? Only had different college jobs before joining NM., • Passionate about outside of work? Family is Ben's main priority. Hes been passionate about golf since childhood and spends weekends with his family at their lake house, enjoying the outdoors.Madison Welch, Talent Director:, • How long with NM? 2 years., • Previous job/career/business experience? Elementary school teacher specializing in ESL and Reading., • Passionate about outside of work? Family is Madisons main priority. She has a love for reading and often finds herself diving into a good book whenever she has free time.Taylor Dodge, Financial Representative:, • How long with NM? Intern in 2010, full-time in September 2013., • Previous job/career/business experience? Worked at Cutco before becoming an intern., • Passionate about outside of work? Taylor enjoys hanging out with his wife and best friends. Hes passionate about golfing, hunting, and fishing, and appreciates that his career allows him the time and resources to pursue all three at a high level.Key Responsibilities:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is highly preferred, but not required., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development

• Magnolia Wealth Strategies

  

  Financial Advisor - Baton Rouge

  hace 25 días

  Baton Rouge

  Job DescriptionAbout Us: Magnolia Wealth Strategies is a MassMutual firm, that provides comprehensive financial strategies to individuals, families, and businesses. With a commitment to quality service and a holistic approach, we prioritize the financial goals and objectives of our clients, helping them secure their financial future.is a growth-oriented financial planning and investment firm that puts client relationships at its core. We offer a collaborative work environment and support the professional growth of our employees, while driving success for our clients with innovative, tailored financial solutions. The Opportunity: Our firm is rapidly expanding; we are seeking both experienced and inexperienced financial professionals. Whether starting your journey at an entry level, you’ll be given the opportunity to learn from our seasoned professionals while building strong client relationships and fostering growth within your business. or exploring a new direction in your career, this is your opportunity to make a meaningful impact while building a strong foundation in financial services. At Magnolia Wealth Strategies, you’ll have access to world-class resources, a collaborative culture, and the independence to build your practice with the backing of one of the strongest financial institutions in the country. If you are eager to learn, passionate about helping others, and ready to grow -- this role is built for you. Responsibilities: • Analyze client's financial status, develop and implement financial strategies., • Assist with financial forecasting and modeling to drive strategic decision-making., • Build and maintain client relationships through proactive communication and effective problem-solving., • Collaborate with your team to share best practices and improve processes., • Ensure compliance with financial regulations and maintain up-to-date knowledge of the financial industry.Desired Skills and Experience:, • Bachelor’s degree in finance, Economics, or a related field., • A desire to pursue your Life & Health Insurances licenses & FINRA Series 7 & 66 (we'll support you!)·, • Market development/networking abilities, • Strong interpersonal skils and customer service focus, • problem-solving abilities with a proactive mindset., • Curiosity, coachability, and a problem-solving mindset., • Strong interpersonal and communication skills., • Proficiency in MS Office and financial management software., • Previous experience in a client-facing financial role., • Knowledge of regulatory standards and compliance requirements., • A passion for building relationships and a commitment to client success.What We Offer:, • Licensing & certification support, • Mentorship, training programs, and a clear path for career success, • Professional development resources, • A growth-minded culture

• Clifton Ourso Jr - State Farm Agent

  

  Financial Services Representative - State Farm Agent Team Member

  hace 14 días

  Baton Rouge

  Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Signing bonus RESPONSIBILITIES: • Provide clients with financial planning and investment advice., • Assist clients with portfolio management and asset allocation., • Conduct financial reviews and recommend appropriate products., • Maintain compliance with financial regulations.QUALIFICATIONS:, • 3+ years of experience in financial services., • Strong analytical and communication skills., • FINRA Series 7 and 63 licenses preferred.

• Wheeler District of Northwestern Mutual

  

  Financial Representative Entry Level

  hace 12 días

  Baton Rouge

  Job Description Join the winning team at the Wheeler District of Northwestern Mutual (NM)! Our Network, recognized as a top workplace across much of the state of Louisiana and beyond, has been honored with several prestigious awards, including Reader Rankings’ Best Insurance Company 2023. We are significantly investing in growth through the development of new internal leaders. Our growing office is located: 1 Smart Way Suite 101, Baton Rouge, LA 70810 We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives: • Women’s Leadership Academy: Inspiring inclusion through International Women’s Day panels and empowering young women through leadership programs., • Alex’s Lemonade Stand Foundation: Supporting childhood cancer research and families affected by it., • DOD SkillBridge Program: Supporting military members transitioning to civilian careers., • Top 100 Internship by WayUp, • Glassdoor’s Best-Led Companies, • Best Overall Life Insurance Company by Time Stamped Meet Some of Our Local Leaders, the Heartbeat of Our Business: Ben Wheeler, Financial Representative & Market Leader: • How long with NM? 24 years, started as an intern before going full-time., • Previous job/career/business experience? Only had different college jobs before joining NM., • How long with NM? Since July 2009 as an intern; went full-time in January 2010., • Previous job/career/business experience? College baseball player at LSU., • How long with NM? 2 years., • Previous job/career/business experience? Elementary school teacher specializing in ESL and Reading., • How long with NM? Intern in 2010, full-time in September 2013., • Previous job/career/business experience? Worked at Cutco before becoming an intern. At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Education: A bachelor's degree in finance, business, or a related field is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the position’s requirements., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ben Wheeler is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries. Company DescriptionJoin the winning team at the Wheeler District of Northwestern Mutual, headquartered in Baton Rouge, LA. Recognized as one of Louisiana’s top workplaces and honored with awards like Reader Rankings’ Best Insurance Company 2023, our network is built on a foundation of excellence, integrity, and impact. We’re deeply committed to community involvement, supporting causes such as Alex’s Lemonade Stand Foundation, the DOD SkillBridge Program, and the Salvation Army. With national recognition from Fortune’s World’s Most Admired Companies and Glassdoor’s Best-Led Companies, we invest heavily in developing new leaders and empowering professionals to build meaningful, successful careers helping others achieve financial security.Join the winning team at the Wheeler District of Northwestern Mutual, headquartered in Baton Rouge, LA. Recognized as one of Louisiana’s top workplaces and honored with awards like Reader Rankings’ Best Insurance Company 2023, our network is built on a foundation of excellence, integrity, and impact. We’re deeply committed to community involvement, supporting causes such as Alex’s Lemonade Stand Foundation, the DOD SkillBridge Program, and the Salvation Army. With national recognition from Fortune’s World’s Most Admired Companies and Glassdoor’s Best-Led Companies, we invest heavily in developing new leaders and empowering professionals to build meaningful, successful careers helping others achieve financial security.

• Sam Daily - State Farm Agent

  

  Account Associate - State Farm Agent Team Member

  hace 1 mes

  Baton Rouge

  Job DescriptionBenefits: • License reimbursement, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off ABOUT OUR AGENCY: Our agency has been proudly serving the community since 2001 and is home to a small, close-knit team of five. We offer license reimbursement and flexibility when needed, creating a supportive environment where our team can grow both personally and professionally. We look for friendly, outgoing, and honest individualslicensed candidates are a plus. What makes our agency special is the family atmosphere weve built over the years. With a small team, everyones contribution matters, and we truly look out for one another. Were also proud to support our community by partnering with local churches and sponsoring sporting events. If youre looking to join a warm, team-focused agency that values people and relationships, this could be the perfect place for you. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Sam Daily - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

• Steven Brooksher - State Farm Agent

  

  Account Associate - State Farm Agent Team Member

  hace 29 días

  Baton Rouge

  Job DescriptionBenefits: • License reimbursement, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off This is a great opportunity for someone who enjoys sales, values meaningful connections, and is committed to professional development. Those who excel will find opportunities to take on greater responsibility and advance within the agency. RESPONSIBILITIES: • Prospect and connect with potential customers to expand the agencys reach., • Provide clear explanations of insurance options, helping customers make informed decisions., • Nurture long-term relationships through consistent follow-up and customer care., • Manage customer files accurately and handle policy servicing needs.QUALIFICATIONS:, • Confident communicator with strong relationship-building skills., • Background in sales or customer service is preferred but not required., • Self-motivated, goal-oriented, and eager to achieve results., • Organized and able to manage multiple tasks effectively.

• Mitch Mula - State Farm Agent

  

  Account Associate - State Farm Agent Team Member

  hace 24 días

  Baton Rouge

  Job DescriptionBenefits: • License Reimbursement, • Salary Plus Commission, • Simple IRA, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off Are you a friendly, outgoing individual with a passion for helping others? Do you enjoy connecting with people and delivering exceptional customer service? If you answered yes, a career with a State Farm independent contractor agent could be the perfect opportunity for you! As part of our team, you'll focus on promoting State Farms trusted insurance and financial products while building strong relationships within the community. Key Responsibilities • Build and maintain lasting relationships with customers, offering ongoing support and follow-up as needed., • Use a customer-focused, needs-based approach to guide clients through their insurance options and ensure they make informed decisions., • Generate new leads, schedule appointments, and identify customer needs to recommend the best products and services for them., • Follow up with clients regularly to ensure their satisfaction and address any concerns.What Were Looking For, • A genuine interest in marketing products and services that are tailored to customers needs., • Strong communication skillsboth written and verbalwith the ability to actively listen and connect with people., • A people-oriented attitude with a passion for providing outstanding customer service., • Attention to detail and the ability to manage tasks effectively in a fast-paced environment., • A proactive problem solver who takes initiative and finds solutions., • Quick to learn new computer systems and technology., • A team player who thrives in a collaborative, supportive environment.If you are driven to succeed and are excited about this opportunity, we encourage you to apply today. We look forward to reviewing your application and guiding you through the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.