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Showing 1 - 5 of 5 results
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
Baton Rouge, Louisiana
25-49 employees
Bernhard Capital Partners is a services and infrastructure-focused private equity management firm established in 2013. Bernhard Capital Partners has deployed capital in three funds across five strategies, has approximately $2.5 billion of gross assets under management, and is ranked as one of Private Equity International’s 300 largest private equity firms worldwide. Bernhard Capital seeks to create sustainable value by leveraging its experience in acquiring, operating, and growing services and infrastructure businesses.
Retirement Benefits Rank
Top Benefits
HORIZON FINANCIAL GROUP
HORIZON FINANCIAL GROUP
Baton Rouge, Louisiana
1-24 employees
We make wealth management simple and straightforward for our clients. Horizon serves business owners, physicians, attorneys, executives and professionals in 3 strategic areas of focus: Financial Planning, Investment Management, and Retirement Plans. This breadth of service capabilities paired with experienced financial professionals offers the kind of financial guidance that leads to a more confident life. Learn more at: www.HorizonFG.com Keep in touch: - Facebook: https://www.facebook.com/HorizonFinGroup/ - Instagram: https://www.instagram.com/horizonfinancialgroup/ - Twitter: @HorizonWM Disclaimer: Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810, (225) 612-3820
Retirement Benefits Rank
Top Benefits
MITCHELL FINANCIAL GROUP LLC
MITCHELL FINANCIAL GROUP LLC
Baton Rouge, Louisiana
1-24 employees
Manage and oversee all functions of insurance and financial services office. Assist owner and president in insurance review, issue and service. Accounts payable, purchasing and payroll
Retirement Benefits Rank
Below Market
THE OLIVIER GROUP, LLC
THE OLIVIER GROUP, LLC
Baton Rouge, Louisiana
1-24 employees
- Work as part of a wealth management team to oversee over $85 million in client assets.- Maintain the current prospecting campaign as well as explore new avenues in order to meet yearly asset gathering and appointment goals.- Prepare comprehensive financial plans and reports for clients and prospects.- Research and examine investments and insurance products to determine recommendations for clients’ and prospects’ portfolios.
Retirement Benefits Rank
Market Competitive
FORTUNE 45
FORTUNE 45
Gonzales, Louisiana
1-24 employees
Day-to-day tasks as required by the CEO and/or Financial Advisor Manager, including but not limited to: compliance adherence, monitoring, research, financial planning, portfolio management assistance, trading assistance, model portfolios, asset allocation, client meetings, communications, deployment assistance, other advisor associate duties, rollover assistance, studying for and successfully passing the Series 65 and/or other required examinations, any other assigned tasks.
Retirement Benefits Rank
Market Leading