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Showing 1 - 3 of 3 results
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
Top Benefits
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 Competitive