Financial Solutions Advisor
Western & Southern Financial Group
Western & Southern Financial Group is seeking a Financial Representative in Metairie, LA. In this role, you will assist middle-income clients by providing education on risk protection and financial solutions. Responsibilities include developing marketing plans, conducting client appointments, and maintaining compliance. The position requires at least a high school diploma and a strong work ethic, with a preference for candidates holding a bachelor’s degree and relevant experience. Travel and community engagement are essential aspects of this role. #J-18808-Ljbffr Western & Southern Financial Group
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- ...Default: Location : City METAIRIE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients... ...needs; and recommending and selling the corresponding financial solutions. A Financial Representative must educate their clients, assess...Work at officeLocal area
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$60k - $250k
...on this job and more exclusive features. Direct message the job poster from Prudential Financial Business Development Manager at Prudential We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now...Full time$48k - $100k
...other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a... ...prospective clients and capitalize on referrals. Deliver customized solutions and the full resources of Bank of America Merrill....Shift workDay shift- Compass Capital Management LLC is seeking Financial Advisors in Metairie, Louisiana. This role offers an opportunity to build a business without limits, supported by dedicated mentoring and ongoing training. Ideal candidates should possess strong interpersonal skills and...Flexible hours
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...cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create... ...Educates customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to...Full timeFlexible hours- Financial Advisor Apprenticeship Class Your Gateway to Financial Advisory Excellence Duration: 13 Weeks Location: Metairie, LA Hybrid Training - In-Person + Online Components if located outside of Metairie (but must be located in the State of LA) Must live or have lived...Apprenticeship
- ...investment advice and guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth individuals... ...internal specialists, executing highly customized solutions Recommend investment products and services suitable for...Interim roleImmediate startShift workDay shift
- Western & Southern Life is looking for a Financial Representative in Harvey, Louisiana, to educate clients on financial solutions. This role requires a high school diploma, integrity, and the ability to analyze financial data. Duties include developing marketing strategies...
$75k - $150k
...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...Strategies, is a Full‑scale, Hybrid Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more...Contract work- ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~...Full timeRemote work
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...and shaping what’s next, you’ll find that opportunity here. The Role As Lead Finance Analyst, Global Partner Solutions (GPS), you will provide financial leadership and strategic insight supporting Lumen’s partner‑led growth initiatives within the Commercial organization...Full timeTemporary workRemote work- ...person and via outbound phone calls. Educate clients on digital solutions (mobile, online, and ATM banking) to promote convenience and... ...adoption. Refer clients to internal business partners as financial needs are identified. Support financial center operations,...Full timeWork at officeLocal areaNight shiftAfternoon shift
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$60k - $250k
A financial planning firm in Metairie is hiring an entry-level financial planner to analyze client finances and develop strategies. You will learn from experienced professionals and build client relationships. Strong communication and problem-solving skills are essential...Full time
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