Financial Advisor

Simple Staffing

* Simple Staffing is hiring for this position on behalf of Strategic Wealth Specialists *

We are seeking a dedicated and knowledgeable Financial Advisor to join our team. The ideal candidate will possess a strong understanding of financial concepts and be passionate about helping clients achieve their financial goals. This role involves providing expert advice on various financial matters, including investment management, estate planning, and wealth management. As a Financial Advisor, you will build and maintain client relationships while delivering exceptional service and tailored financial solutions.

Duties

Assess clients' financial situations and develop personalized financial plans to meet their needs.
Provide guidance on investment management, cash management, and portfolio management strategies.
Advise clients on estate planning, wills, trusts, and estate law to ensure their assets are managed according to their wishes.
Conduct thorough financial analysis to identify opportunities for growth and risk mitigation.
Stay updated on securities law and tax regulations to provide informed advice.
Utilize financial software for data analysis and reporting to enhance client presentations.
Build strong relationships with clients through effective customer relationship management techniques.
Collaborate with other professionals in banking, accounting, and asset management as necessary.
Conduct research on market trends and investment opportunities to provide the best advice possible.

Skills

Strong understanding of financial concepts including wealth management, financial planning, and investment strategies.
Proficient in financial analysis with the ability to interpret complex data effectively.
Knowledge of estate planning principles, securities law, tax experience, and wills & trusts.
Excellent math skills for accurate calculations related to investments and financial projections.
Experience in financial sales with a proven track record of building client relationships.
Familiarity with corporate accounting, public accounting, technical accounting, and asset management practices.
Strong research skills to stay informed about market trends and regulatory changes.
Proficient in using various financial software tools for analysis and reporting purposes.
Exceptional communication skills with the ability to explain complex concepts clearly to clients. Join our team as a Financial Advisor where you can make a significant impact on our clients' lives by guiding them toward achieving their financial aspirations.

Benefits

Health insurance, Paid time off, Dental insurance, 401(k), Vision insurance, Flexible schedule, Life insurance, 401(k) matching, Retirement plan, Flexible spending account, Health savings account, Professional development assistance, Employee assistance program

Apply

Vacancy posted 3 hours ago

Similar jobs that could be interesting for youBased on the Financial Advisor in Metairie, LA vacancy

Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...
Suggested
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
New Orleans, LA
4 days ago
Financial Aid Advisor
$21.74 - $29.41 per hour
...using the internal application process. This position involves performing high level customer service and a working knowledge of financial aid, student accounts and registrar regulations and departmental policies and procedures. Hours: Monday-Friday, 8.5 hour shifts are...
Suggested
Hourly pay
Work at office
Monday to Friday
Shift work
Afternoon shift
Herzing University
Harahan, LA
3 days ago
US Experienced Financial Advisor
$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...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
New Orleans, LA
4 days ago
Financial Advisor
$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...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Metairie, LA
2 days ago
Financial Advisor
...Senior Financial Advisor - Remote/Hybrid Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. This opportunity is ideal for advisors looking for: Greater control...
Suggested
Remote work
Flexible hours
MBC Talent Connections
New Orleans, LA
16 hours ago
Financial Advisor
...Financial Advisor Opportunity Magnolia Wealth Strategies - A Mass Mutual firm, is a full-scale, independent financial firm, with advisors and offices throughout four states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of...
Empire Growth Partners
Metairie, LA
3 days ago
Voya Financial Advisor New Orleans
...Financial Professional Opportunity Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater New Orleans area to work plan...
Voya Financial Advisors
New Orleans, LA
16 hours ago
Merrill Financial Solutions Advisor (Partially Licensed)- Louisiana Market
$100k
...Merrill Wealth Management Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...
Work at office
Bank of America
New Orleans, LA
4 days ago
Financial Advisor
Are you interested in helping others achieve a secure financial future? Do you thrive in a goal-oriented environment? If so, Compass Capital Management invites you to explore a career as a Financial Advisor with us. If you're new to the field, we provide a subsidized training...
Work at office
Local area
Compass Capital Management LLC
Metairie, LA
16 hours ago
Merrill Advisor Development Program - Financial Advisor: Louisiana Mississippi Market
...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...
Interim role
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America
New Orleans, LA
3 days ago
Relationship Banker: Trusted Financial Advisor
...First Horizon Corp. is seeking a Relationship Banker to engage clients in consultative conversations, understanding their financial goals and aligning on deposit accounts, loans and referrals. The role emphasizes growth through personalized service, while supporting the...
Work at office
First Horizon
Harahan, LA
3 days ago
Financial Consultant
...Overview Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice...
WealthBridge Financial Group
Harahan, LA
4 days ago
Financial Aid Representative
$45k - $55k
...Financial Aid Representative Blue Cliff College is seeking a Financial Aid Representative. Financial Aid Representatives help guide students through the financial aid process, analyze and evaluate student financial needs to determine the best course of action, have...
Full time
Casual work
Work at office
Local area
Flexible hours
Education Management, Inc. (dba Blue Cliff College)
Metairie, LA
2 days ago
Financial Representative
...Financial RepresentativeThe 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...
Work at office
Local area
Western & Southern Life
Metairie, LA
1 day ago
EES Financial Counselor
...route account appropriately in the Patient Accounting environment. Also responsible for obtaining and completing the Confidential Financial Statement form and assisting patients in the process of applying for any benefits for which they may be eligible. Essential Duties...
Work experience placement
Work at office
Local area
Monday to Friday
Shift work
Conifer Value
New Orleans, LA
4 days ago
Financial Planner
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! We have an opening for a highly motivated analytical individual to join us. In general, the...
Full time
Prudential Financial
New Orleans, LA
4 days ago
Growth‑Oriented Financial Planner | Mentorship & Licensing
$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
MassMutual
Metairie, LA
3 days ago
College Financial Representative, Internship Program
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Metairie, LA
2 days ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...
Full time
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Metairie, LA
1 day ago
Energy Market Analyst
Work Place Flexibility: Hybrid Legal Entity: Entergy Services, LLC JOB SUMMARY/PURPOSE: This role is part of a team that performs market and customer research, economic modeling and analysis on subjects that have key implications for ETR’s long-term growth. Examples of ...
Work experience placement
Work at office
Local area
Relocation
Visa sponsorship
Work visa
Entergy
New Orleans, LA
1 day ago
Personal Financial Counselor; New Orleans, LA
$58.44k
...Personal Financial Counselor This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military...
Contract work
Temporary work
Work at office
Magellan Health
New Orleans, LA
1 day ago
Relationship Banker
$46.12k
...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals...
Full time
Flexible hours
Regions Bank
Metairie, LA
16 hours ago
Commercial Banking Relationship Manager
...seeks an experienced senior professional for Global Commercial Banking. You will manage a large client portfolio, deliver tailored financial solutions, and drive profitable relationships with cross-functional collaboration across the bank. You will lead conversations on...
Bank of America
Harahan, LA
16 hours ago
Personal Banker
...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 office
Local area
Afternoon shift
Hancock Whitney
Harahan, LA
16 hours ago
College Financial Representative, Internship Program - 2026-26082 - Metairie, Louisiana
$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...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Metairie, LA
16 hours ago
Finance Transformation - Anaplan Consultant, Manager
$99k - $232k
...inform conclusions and support decision-making.Responsibilities- Leading finance transformation initiatives using Anaplan to optimize financial planning and analysis processes- Collaborating with CEOs, CFOs, and other finance leaders to align financial strategies with...
Full time
H1b
PwC
New Orleans, LA
2 days ago
Finance Transformation - OneStream Consultant, Senior Associate
$77k - $202k
...AssociateJob Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help...
Full time
H1b
PwC
New Orleans, LA
2 days ago
Finance Transformation - OneStream Consultant, Experienced Associate
$63k - $140k
...LevelAssociateJob Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to...
Full time
H1b
PwC
New Orleans, LA
2 days ago
Financial Advisor Apprenticeship Program
...Financial Advisor Apprenticeship Class - Financial Advisor 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...
Full time
Apprenticeship
Magnolia Wealth Strategies
Metairie, LA
more than 2 months ago
Banking: Relationship Banker
...the location listed in the 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 work
Work at office
First Horizon Bank
Harahan, LA
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!