Wealth & Risk Advisor
Western & Southern
Talentify in Lafayette, LA seeks a Financial Representative to educate clients on risk protection and wealth creation, assess needs, and recommend suitable financial solutions. The role involves prospecting, meeting with clients, and delivering ethical, client-focused service while building long-term relationships. A strong sales orientation and integrity are essential. Candidates should have a High School Diploma (Bachelor’s preferred) and life/health license or licensure in process; valid #J-18808-Ljbffr Western & Southern
$1,000 per month
...weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...SuggestedFull timeInternshipLocal areaFlexible hours- The Evangeline Bank and Trust Company in Lafayette, LA is seeking a Credit Analyst to evaluate loan requests, prepare credit memos, and support loan officers with financial analysis. You will report to the Sr. Credit Analyst and Chief Credit Officer, ensuring accuracy and...Suggested
- ...The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative...SuggestedWork at officeLocal area
$63.7k - $139.3k
Position Description:CGI Federal seeks an Information Security Analyst to ensure comprehensive compliance with NIST SP 800 53 controls across cloud based and on premises systems. This role requires hands on experience in understanding, implementing, and validating technical...SuggestedWork at officeLocal area- ...We are looking for Experienced Advisors to join our Team You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools,...Suggested
- Victory Addiction Recovery Center in Lafayette, LA seeks a Quality and Risk Coordinator to support the Quality and Patient Safety department onsite. The role assists with Joint Commission/CARF readiness, regulatory compliance, and data-driven quality initiatives to ensure...
- ...Lafayette, LA, US 1 Attachments 30+ days ago Requisition ID: 2742 PURPOSE OF THE JOB Actively involved in supporting the Retail Financial Advisor(s) in the sales and service of investment, fiduciary, and insurance products through a full-service brokerage platform to (...Full timeWork at office
- Red River Bank in Lafayette, LA seeks a Universal Banker to deliver personalized banking services and manage teller duties. The role combines customer advisory with new account setup and ongoing relationship servicing to maximize branch profitability. The candidate will...
$100k
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help... ...needs and asset thresholds Manages risk proactively in every aspect of business,...Work at officeShift workDay shift- New York Life is seeking qualified veterans to join as financial professionals, offering the chance to build your own practice with the backing of a trusted national insurer. You will work with veteran communities and your personal network to help families achieve financial...
- Western & Southern Life is seeking a Financial Representative in Lafayette, LA, to provide financial solutions to middle-income clients. Responsibilities include developing marketing plans, securing client appointments, and maintaining client records. Candidates must have...
- Overview Financial Advisor Training Class Your Gateway to Financial Advisory Excellence Duration: 12 Weeks Format: Hybrid Training... ...Development Program What makes This Program Unique The Magnolia Wealth Strategies Training is more than training—it's a complete...Live inRelocationVisa sponsorship
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
$80k - $120k
...prospects continuously and create strong relationships with new clients as their trusted advisor Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Execute exceptional customer service to...- Magnolia Wealth Strategies, a MassMutual firm, offers a 12-week Financial Advisor Training program in Lafayette, LA. This hybrid format combines in-person and online components, focusing on transforming aspiring financial advisors into successful professionals. Participants...Traineeship
- New York Life Insurance Co. is expanding its team of experienced financial professionals in Lafayette, LA. You will work with clients to develop long-term financial strategies using life insurance, annuities, and mutual funds, while building trusted relationships in the...Local area
- Modern Woodmen of America in Lafayette, LA is seeking a Financial Representative to empower individuals and families with personalized financial solutions. You will build relationships, prospect for new clients, and collaborate with mentors to sharpen your expertise. This...
- ...directing clients to appropriate resources. Support the Bank’s risk management culture by making sound decisions, maintaining... ...subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200...Work at officeLocal areaAfternoon shift
- ...The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative... ..., including but not limited to mortgage, wealth, private client, and business banking.... ...and web-based learning. Compliance and risk management ~ Expected compliance with bank...Temporary workWork at officeImmediate start
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at office- Commercial Lender A well-established community bank is seeking an experienced Commercial Lender to grow and manage a portfolio of commercial relationships in its local market. You will develop new business with owner-operated companies, real estate investors and professionals...Permanent employmentFull timeLocal area
- ...Job TitleDeliver exceptional client interactions that emphasize accuracy, speed, problem resolution, risk mitigation, and personalized engagement.Handle client transactional needs, including deposits, withdrawals, check cashing, credit card advances, money orders, negotiable...Full timeWork at officeLocal areaNight shiftAfternoon shift
- ...Reports; Should be able to use relevant Industry Analysis Possess a Strong understanding of business entity legal structures, risk rating, and financial statement analysis Possess excellent computer skills and experience with Proprietary bank software. Proficient...Full timeWork at office
- ...commercial and consumer borrowers, spread financials, and prepare clear credit memos that help lenders make sound decisions.You will assess risk, recommend loan structures and risk ratings, monitor existing relationships through annual reviews and covenant tracking, and work...Permanent employmentFull time
- Position: Senior Teller Job Description Summary/objective The Senior Teller is responsible for the supervision of the teller area. The Senior Teller performs all teller functions as well as solving problems and helping with complex work-related matters...Work at office
- ...account. ESSENTIAL DUTIES & RESPONSIBILITIES: Deliver exceptional client interactions that emphasize accuracy, speed, problem resolution, risk mitigation, and personalized engagement. Handle client transactional needs, including deposits, withdrawals, check cashing, credit...Full timeWork at officeLocal areaNight shiftAfternoon shift
$14 per hour
Job #: 310516 Title: Teller Location: Lafayette, LA Salary Range: 14.00 Position: Teller Description: Member Service Representative I - Bank Teller Location: Lafayette, LA Pay: $14.00/hour Job Type: Full-Time Schedule: Monday-Friday, 7:50 AM-5:00 PM; some...Full timeTemporary workMonday to Friday- Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: •Run your business...Remote work
- Acadiana Legal Service Corporation seeks a detail-oriented Accountant to support financial operations, reporting, and compliance in line with LSC guidelines, GAAP, and grant requirements. The role covers journal entries, reconciliations, budget monitoring, grant accounting...
$100.8k - $245.5k
ERP Federal Financial Management Analyst (Sr.)CGI is seeking an experienced ERP Federal Financial Management Analyst to support federal financial management transformation initiatives. The ideal candidate will have deep knowledge of federal financial processes, regulations...Contract workWork at officeLocal area2 days per week
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