Financial Consultant
$60.2k - $107.4kUnitedHealth Group
This position follows a hybrid schedule with (4) In-office days per week. Our office is located at 901 Hugh Wallis Rd S, Lafayette, LA or 3854 American Way, Suite A, Baton Rouge, LA 70816 or 1 Optum Circle, Eden Prairie, MN 55344.
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.
This position is full time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm. It may be necessary, given the business need, to work occasional overtime.
We offer on-the-job training. The hours of the training will be based on schedule or will be discussed on your first day of employment.
Primary Responsibilities:
- Develop, perform, and manage the analyses of business and financial metrics as well as performance measures for Home Health and Hospice
- Dig deep into the details, understand the drivers behind financial outcomes, and articulate the story to both financial and non-financial stakeholders
- Develop and maintain financial reports for assigned functions to clearly communicate actual results, forecasted performance, and variances to plan, forecast and budget
- Work closely with the business to develop, recommend, and establish strategies, plans, and processes to improve profitability and cost efficiencies
- Partner to complete all aspects of financial planning, budgeting, forecasting and month-end processes
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
- Bachelor's Degree (or higher) in Accounting, Finance, Economics
- 2+ years of financial and / OR accounting experience
- 2+ years of financial planning, forecasting, and analysis experience
- 2+ years of Microsoft Excel experience (Pivot Tables, V-Lookups, etc.)
- Financial modeling and financial statement analysis skills
- Experience with owning / managing financial models and demonstrated process improvement experience
- Ability to be highly analytical, detailed oriented, maintaining responsibility for precision and accuracy
- Team player mentality with the ability to effectively communicate with a variety of business backgrounds both written, and verbally
- Communication and presentation skills - the ability to understand and present complex data easily to leadership
- Ability to work any of our full time, shift schedules during our normal business hours of 8:00 am - 5:00 pm
Preferred Qualifications:
- Experience with planning tools desired (Essbase, Oracle EPM, Planful, and PeopleSoft Financials)
- Self-sufficiency, independent thinking, self-starter, ownership, and accountability
- Ability to work independently
Telecommuting Requirements:
- Reside within commutable distance to the office at 901 Hugh Wallis Rd S, Lafayette, LA or 3854 American Way, Suite A, Baton Rouge, LA 70816 or 1 Optum Circle, Eden Prairie, MN 55344
- Ability to keep all company sensitive documents secure (if applicable)
- Required to have a dedicated work area established that is separated from other living areas and provides information privacy
- Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service
*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,200 - $107,400 annually based on full-time employment. We comply with all minimum wage laws as applicable.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
#RPO
- ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them... ...and conducts all appointments using Western & Southern Life consultative practices and processes. Effectively sells insurance and investment...SuggestedWork at officeLocal area
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual‑ Lafayette is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull time- ...Description Join New York Life, a Fortune 100 company with a rich history of over 180 years, as a Financial Advisor and become part of a legacy that helps families secure their futures. As a mutual company, we prioritize our policyholders and focus on long-term client...SuggestedStart working today
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office- ...Job Title HB Financial is seeking an experienced Financial Advisor who is a self-starter and thrives in a team environment. Purpose Of The Job This position is ultimately responsible for business development by profiling and building new client relationships....Suggested
$50k
...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...Work at officeWork from homeHome officeFlexible hours$43.89k - $150k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...Preferences Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial...Full timeTemporary workLocal areaFlexible hours- Overview Financial Advisor Training Class Your Gateway to Financial Advisory Excellence Duration: 12 Weeks Format: Hybrid Training (In-Person + Online Components if located outside of Lafayette but must live in LA or being willing to relocate to LA). Investment: Comprehensive...Live inRelocationVisa sponsorship
- 1 week ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Regional Director at Southern Financial Group - Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs...Full timeInternship
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...Description At New York Life, we believe in empowering people to take control of their financial futures - both for themselves and the clients they serve. As a Financial Agent , you'll build lasting relationships, help individuals and families achieve financial...
- ...Description Joining New York Life as an Entry-Level Financial Advisor is your opportunity to make a real difference in people's lives while advancing your career in the insurance industry. You'll be part of a Fortune 100 company with a remarkable history of supporting...
- ...9:00 AM–12:00 PM. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting...Temporary workWork at officeMonday to Friday
- ...Merrill Advisor Development Program - Financial Advisor: Louisiana Mississippi Market New Orleans, Louisiana;Lafayette, Louisiana... ...success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...listed in job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively...Temporary workWork at office
- ...prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational events. Conduct financial needs assessments to identify opportunities and provide tailored product and service solutions. Refer clients to business partners...Work at officeLocal areaAfternoon shift
- ...job posting. Summary: The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting...Temporary workWork at office
$20 - $30 per hour
...Financial Representative State Farm Agent Team Member Carson Baranik - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Financial Representative State...Hourly payFor contractorsWork at officeRelocation package- With constant innovation, cutting‑edge technology, and fast‑paced development, we’re looking for talented professionals to join our Information Technology team to help us continue delivering an unparalleled customer experience. The Security Operations team protects the ...Visa sponsorship
$130k - $200k
Job Description Commercial Lender A growing Louisiana-based community bank is seeking an experienced Commercial Lender to help expand and develop its market presence. This is a high-visibility opportunity for a motivated lender who enjoys business development...Local areaImmediate start$60k - $95k
...RESPONSIBILITIES Prepare and maintain accounting records for multiple funds and subsidiary entities Review project‑level operating and financial reports; assess compliance with partnership agreement requirements Identify, track and elevate asset‑level risks (underperformance...Full timeWork at officeFlexible hours$15 - $19 per hour
Chief Executive Officer – Lafayette Surgical Hospital, Lafayette, LA, USA Job Category: Leadership – Senior Executive The Chief Executive Officer (CEO) has overall responsibility for the strategic leadership and operational excellence of the hospital/market. The CEO ensures...Hourly payPermanent employmentFull timeReliefShift work- ...based in Seattle, WA. The Loan Officer will guide clients through the mortgage application and approval process, including assessing financial information, explaining loan options, and recommending suitable products. Day-to-day responsibilities include originating new...Full time
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
- ...posting. Weekly Scheduled Hours: 9am-5pm SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility...Work at officeNight shift
- ...mobile, online, and ATM banking) to promote convenience and self‑service adoption. Refer clients to internal business partners as financial needs are identified. Support financial center operations, including opening/closing procedures, vault management, night depository...Full timeWork at officeLocal areaNight shiftAfternoon shift
- ...posting. Weekly Scheduled Hours: 9am-5pm SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility...Work at officeNight shift
- ...mobile, online, and ATM banking) to promote convenience and self-service adoption.* Refer clients to internal business partners as financial needs are identified.* Support financial center operations, including opening/closing procedures, vault management, night...Full timeWork at officeLocal areaNight shiftAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- financial planner Lafayette, LA
- financial planning associate Lafayette, LA
- associate corporate finance Lafayette, LA
- wealth advisor Lafayette, LA
- financial consultant Lafayette, LA
- jde finance consultant Lafayette, LA
- financial advisor Lafayette, LA
- financial advisor development program Lafayette, LA
- finance associate Lafayette, LA
- financial planning administrator Lafayette, LA

