Financial Advisor
NewYorkLife/ NYLIFE Securities LLC
Embark on an exciting journey as an Entry-Level Financial Professional, where you will play a vital role in guiding clients through their financial futures. This dynamic position offers an excellent opportunity to develop foundational expertise in financial planning, investment management, and client relationship management. You will work closely with seasoned professionals to learn industry best practices, stay current on financial regulations, and deliver personalized solutions that help clients achieve their financial goals. This paid role is designed to foster growth, knowledge, and confidence in the fast-paced world of financial services. Responsibilities Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Identify, seek, and establish 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 existing clients; track and monitor communications in the client file, including strategies and financial advice given Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Qualifications Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. We’re proud to be recognized by the following organizations. Fortune 2024: World’s Most Admired Companies Handshake 2025: Early Talent Award Forbes 2024: America’s Best Employers for Diversity, Seramount: 2024 Best Companies for Multicultural Women.We’re proud of the help we’ve provided and continue to provide clients. 5.1 million lives protected (includes all owners of individual life insurance and annuity policies) #J-18808-Ljbffr
$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...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Lafayette, LA3 days ago- ...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...SuggestedLive inRelocationVisa sponsorship
Magnolia Wealth
Lafayette, LA4 days ago $43.89k - $150k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...and career goals. Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the...SuggestedFull timeTemporary workLocal areaFlexible hoursCetera Financial Group
Lafayette, LA4 days ago- ...Our firm is growing, and we’re looking for an experienced Financial Advisor who is passionate about helping individuals, families, and business owners achieve their financial goals. If you thrive on building long-term client relationships, providing strategic financial...Suggested
WizeHire
Lafayette, LA13 hours ago $28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...SuggestedHourly payFull timeTemporary workWork at officeFlexible hoursDay shift$61k - $119k
Overview 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 advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$60k - $150k
...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 security, and grow...NYL Insurance - Lafayette
Lafayette, LA4 days ago- ..., we're more than just a Fortune 100 company; we're a community dedicated to helping families achieve their financial dreams. As an Entry-Level Financial Advisor, you'll join a team with over 180 years of history in supporting and protecting the financial well-being of...
NewYorkLife/ NYLIFE Securities LLC
Lafayette, LA4 days ago $60k - $150k
...Job Description Job Description Join us as an Entry-Level Financial Advisor and become part of a company with more than 180 years of history and a commitment to empowering individuals and businesses. At NYL Insurance, you'll have the opportunity to grow within a Fortune...NYL Insurance - Lafayette
Lafayette, LAa month ago- ...Organization : Name LAFAYETTE LA Default: Location : City LAFAYETTE Overview 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...Work at officeLocal area
Western & Southern Life
Lafayette, LA4 days ago $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...Full timeNorthwestern Mutual
Lafayette, LA4 days ago- ...at location 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...Full timeTemporary workWork at office
First Horizon Bank
Lafayette, LA9 days ago - 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
- 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
- ...maintaining active involvement in the communities we serve. Position Summary Gulf Coast Bank is looking an experienced Financial Advisor based in the Acadiana Area area. The ideal candidate will be an established Financial Advisor who with a history of successfully...
- ...York Life Insurance Agent’s role is built client by client. Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry-leading...
$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 areaUnavailable
Lafayette, LA3 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Lafayette, LA1 day ago- DescriptionWith 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...Visa sponsorship
- Information Security Analyst 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...Work at officeLocal area
LED FastStart
Lafayette, LA2 days ago - ...Description On site at location listed in job posting. 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...Temporary workWork at office
- ...site at location 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...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- Information Security Analyst 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...Work at office
CGI
Lafayette, LA3 days ago - ...managing titled units. Oversee and maintain loan files for customers. Monitor and update the loan system to ensure customer financial data is current and that collateral is secured. Key items tracked include mortgages, title policies, UCC filings, lien cards, collateral...Work at officeLocal areaRemote work
gpac
Lafayette, LA5 days ago - ...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
Caliver Beach Mortgage, LLC
Lafayette, LA2 days ago - ...High school diploma or GED equivalent required. Minimum of three years of experience in the teller and/or customer service area of a financial institution Preferred Education And Experience Prior supervisory experience preferred Other Duties Please note this job...Work at office
Community First Bank
Lafayette, LA1 day ago - ...Job Description Job Description We’re looking for experienced financial professionals to join our team dependable team. Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there...Work at office
$31.2k - $35.36k
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection...Hourly payFull timeWork at officeLocal areaShift work$14 per hour
...candidate will have strong customer service and communication skills, attention to detail, and the ability to handle confidential financial information professionally. Responsibilities Greet and welcome members and visitors in a professional and friendly manner...Full timeTemporary workMonday to FridayLofton Staffing & Security
Lafayette, LA4 days ago
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