Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor: Risk & Wealth Planner

Western & Southern Life

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, securing client appointments, and maintaining relationships. The successful candidate will have strong interpersonal skills and ethical sales practices to meet client needs effectively. #J-18808-Ljbffr Western & Southern Life

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor: Risk & Wealth Planner in Harvey, LA vacancy
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command...  ...includes: Savings/banking Investments/wealth management Insurance/risk management Training and licensing support: ~... 
    Risk
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    New Orleans, LA
    5 days ago
  •  ...Overview Merrill Wealth Management is a leading provider of comprehensive wealth...  .... Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net...  ...objectives, resources, time horizon, risk profile, and preferences Balance investment... 
    Risk
    Interim role
    Immediate start
    Shift work
    Day shift

    Bank of America

    Harahan, LA
    2 days ago
  •  ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth...  ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates...  ...their objectives, resources, time horizon, risk profile and preferences Balancing investment... 
    Risk
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Dormont Manufacturing Company

    Harahan, LA
    20 hours ago
  • Financial Representative 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... 
    Risk
    Work at office
    Local area

    Western & Southern Life

    Harvey, LA
    11 days ago
  • Micro1 is seeking a Personal Financial Advisor (Private Wealth) to apply your expertise in shaping next-generation AI systems. The role is focused on delivering actionable financial guidance and assessing client scenarios to advance AI tools in financial planning. You’ll... 
    Suggested
    Remote job
    For contractors

    Micro1

    Gretna, LA
    1 day ago
  •  ...leading, coaching and developing advisors. Responsible for creating a...  ...growth, client acquisition, financial planning, and retention. The...  ...Maintain or build personal wealth management practice serving clients...  ...objectives, goals, and risk tolerance. Anticipates, manages... 
    Risk
    Full time
    H1b
    Work at office
    Local area
    Work from home
    Visa sponsorship
    1 day per week

    Threadneedle group

    New Orleans, LA
    2 days ago
  • A leading risk and claims administration company is seeking an experienced Candidate to manage high-end cases involving serious injuries and complex coverage scenarios. The role requires a deep knowledge of insurance laws and effective communication skills, alongside ten... 
    Risk

    Sedgwick

    New Orleans, LA
    16 hours ago
  • 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... 
    Risk

    Western & Southern Financial Group

    Metairie, LA
    2 days ago
  •  ...review and approval. Implementing and adhering to all Association risk reduction procedures. Recruiting, scheduling, and training...  ...the career development of all employees. This program provides financial assistance to employees who wish to further their education and... 
    Risk
    Work at office
    Immediate start
    Work from home
    Weekend work
    Afternoon shift

    American Heart Association

    Harahan, LA
    3 days ago
  •  ...s coordinates the integrated delivery of wealth products and services to high net worth clients...  ..., borrowing & liability management, risk management & insurance, estate planning &...  ..., which are delivered through holistic financial planning. Private Bankers ensure the company... 
    Risk
    Local area

    Hancock Whitney Corp.

    New Orleans, LA
    16 hours ago
  • Hancock Whitney Corp. is seeking a Trust Advisor 3 to manage and develop complex wealth management client relationships. This role involves administering...  ...of relationship management experience in banking or financial services. Series 7 and Series 66 licenses are preferred... 

    Hancock Whitney Corp.

    New Orleans, LA
    4 days ago
  •  ...Professional certification (SPP), or American Institute of Certified Planners (AICP) certification must be obtained during the probationary...  ...of the public, co‑workers and the individual employee is at risk will have to undergo pre‑employment substance abuse screening. Candidates... 
    Risk
    Full time
    Part time
    Work at office

    City of New Orleans

    New Orleans, LA
    2 days ago
  • A financial services company located in New Orleans is seeking a Private Banker to provide wealth management services to high net worth clients. The role involves coordinating financial product delivery, managing risks, and developing client relationships. Ideal candidates... 
    Risk

    Hancock Whitney

    New Orleans, LA
    4 days ago
  •  ...seeking a Private Banker (VP or Executive Director) in New Orleans, LA. In this role, you will advise clients on wealth management and develop tailored financial solutions. The ideal candidate will have over six years in Private Banking and strong sales skills. We offer a... 

    Aumni

    New Orleans, LA
    5 days ago
  • A local educational institution in Marrero is seeking an Executive Director of Risk Management to lead the development and oversight of its risk management program. The role requires strategic leadership, collaboration with departments, and a strong commitment to safety... 
    Risk
    Full time
    Local area

    Young World Physical Education

    Marrero, LA
    2 days ago
  • Hancock Whitney Corp. is seeking a Private Banker to coordinate the delivery of wealth products to high net worth clients. This role involves financial planning, client relationship management, and ensuring credit quality standards. The ideal candidate should have extensive... 

    Hancock Whitney Corp.

    New Orleans, LA
    1 day ago
  •  ...Practice Management Consultant in New Orleans, LA to support financial advisors in their business development. The role involves mentoring, delivering...  ...The ideal candidate will have over 5 years of experience in wealth management, strong leadership capabilities, and possess... 

    TwinThread

    New Orleans, LA
    3 days ago
  •  ...offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...  .... or any of its affiliates Subject to investment risks, including possible loss of the principal amount invested... 
    Risk

    JPMorgan Chase & Co.

    New Orleans, LA
    4 days ago
  •  ...families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise...  ...goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security... 
    Risk
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase & Co.

    New Orleans, LA
    6 days ago
  •  ...families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise...  ...goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security... 
    Risk
    Temporary work
    Work experience placement
    Local area

    Aumni

    New Orleans, LA
    5 days ago
  • A leading financial services firm is seeking a Private Banker in New Orleans. This role involves advising families on managing their wealth and requires a minimum of six years of experience in Private Banking or Financial Services. Candidates must possess a Bachelor’s Degree... 

    JPMorgan Chase & Co.

    New Orleans, LA
    5 days ago
  • Executive Director of Risk Management Jefferson Parish Schools OPERATIONS AND PLANNING - Marrero, Louisiana This job is also posted...  ...facilities are aligned with best practices in risk mitigation, financial protection, and student/staff safety. The role is both strategic... 
    Risk
    Full time
    For contractors
    Work at office
    Local area
    Immediate start
    Work visa

    Young World Physical Education

    Marrero, LA
    16 hours ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life... 
    Risk
    Full time
    Internship
    Local area

    Unavailable

    Metairie, LA
    3 days ago
  •  ...customer service involving daily processing of financial transactions in a retail banking...  ...enhance client relationships. Compliance and Risk Management Expected compliance with bank...  ...private banking, consumer, small business, wealth and trust management, retail brokerage,... 
    Risk
    Part time
    Work at office
    Night shift

    First Horizon Bank

    Metairie, LA
    1 day ago
  •  ...Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business...  ...on higher-value advisory services Qualifications 10+ years of wealth management experience Active Series 7 license required Series... 
    Remote work
    Flexible hours

    MBC Talent Connections

    Harahan, LA
    1 day ago
  • $48k - $100k

     ...About Merrill Wealth Management Merrill Wealth Management is a leading provider of comprehensive...  ...investment advice and guidance. Our financial advisors help clients pursue the life they...  ...such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning... 
    Shift work
    Day shift

    Bank of America

    Harahan, LA
    1 day ago
  • $76k - $125.3k

     ...Location: Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides...  ...of delivery. Understand opportunity risk in relation to our Scope of Services...  ...experience and status as a trusted advisor to maintain and further our... 
    Risk
    Summer holiday
    Work at office
    Local area
    Flexible hours

    Ernst & Young Oman

    Harahan, LA
    3 days ago
  •  ...interested in helping others achieve a secure financial future? Do you thrive in a goal-oriented...  ...you to explore a career as a Financial Advisor with us. If you're new to the field, we...  ...by both our local office and Cetera Wealth Management Group, a respected broker dealer... 
    Work at office
    Local area

    Compass Capital Management

    Metairie, LA
    3 days ago
  • $238.83k - $341.19k

     ...in a managed care delivery system. Knowledge of clinical outcomes and quality improvement processes. Experience of population risk management or complex chronic disease care management. History of being a natural teacher to fellow Physicians. Other skills and... 
    Risk
    Work at office
    Local area

    ChenMed

    Gretna, LA
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity...  ...63, and more Certified Financial Planner licensing support Fully company-funded...  ...and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Metairie, LA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor: Risk & Wealth Planner. Be the first to apply!