Independent Financial Planner & Wealth Advisor
New York Life
New York Life is seeking a Financial Services Professional in New Orleans, LA. This role involves building your own practice while helping clients protect what matters most. Responsibilities include developing client relationships, conducting needs assessments, and creating personalized financial strategies. The ideal candidate is self-motivated and has strong communication skills. New York Life offers comprehensive training, competitive commission-based compensation, and opportunities for career advancement. #J-18808-Ljbffr
- ...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...SuggestedFlexible hours
$50k
...achieve what's next. Job Overview As a financial advisor with Edward Jones, you'll develop and... ...region to the home office - You'll work independently but will have a team of thousands... ...designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement...SuggestedWork at officeWork from homeHome officeFlexible hours- ...leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’... ...future potential! Position Summary Voya Financial Advisors®, Inc., a leading independent broker‑dealer in the defined contribution & defined benefit...SuggestedLocal area
- ...accounting, managing cash flow, ensuring compliance, and producing financial statements. The ideal candidate will have a CPA, significant... ...requires strong skills in Excel and Quickbooks, with an emphasis on attention to detail and independent operation. #J-18808-Ljbffr...Suggested
- ...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... ...including but not limited to mortgage, wealth, private client, and business banking....SuggestedTemporary workWork at office
$39.6k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible hours$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$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...and more Certified Financial Planner licensing support Fully... ...As such, they are considered independent contractors for income tax purposes... ..., and Northwestern Mutual Wealth Management Company (NMWMC) (...Full timeContract workFor contractorsWork at office- ...U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate...Temporary workWork experience placementLocal area
- ...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 sponsor relationships. This position...
- ...helping others achieve a secure financial future? Do you thrive in a... ...explore a career as a Financial Advisor with us. If you're new to the... ...our local office and Cetera Wealth Management Group, a respected... ...as a lifelong learner. Independence with Support: Operate as your...Work at officeLocal area
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors... ...Savings/banking Investments/wealth management Insurance/risk management... ...program opens the door to becoming an independent contractor Financial Advisor with First...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client... ...PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the FP&A team,...Full timeH1b$15.5 per hour
...settlements are accurate and transfers funds to appropriate vaults. Identifies and shares process improvement opportunities. Works independently without direct supervision or oversight. Who you are: High School Diploma or equivalent Cash handling and balancing experience...Full timeImmediate startMonday to Friday- ...About Magnolia Magnolia Wealth Strategies is a MassMutual firm (7th Largest Independent Broker Dealer) that provides comprehensive financial strategies to individuals, families, and businesses. With a commitment to quality service and a holistic approach, we prioritize...Full time
$22 - $26 per hour
...Officer Assistant Are you passionate about helping people achieve financial freedom while positively impacting communities and families?... ...work ethic, ability to follow through on commitments, take independent actions, meet deadlines, and proactively seek opportunities for...Hourly payWork at officeLocal area$99k - $232k
...team helps clients optimise and align financial planning, consolidation, reporting and... ...guidance), the Firm's code of conduct, and independence requirements. The Opportunity As... ...relationships and serve as a trusted advisor across finance transformation initiatives...Full timeH1b- Job Overview A law firm seeks a Corporate Finance Associate in a large, regional full-service corporate law firm with a national practice. The position is based in Hangartner, Rydberg & Terrell. The ideal candidate will have three to six years of experience in commercial...
- ...in New Orleans. The ideal candidate will have 2-4 years of experience, responsible for managing client relationships, conducting financial modeling, and supporting non-investment grade financing transactions. Proficiency in Microsoft Excel and PowerPoint is essential,...
- ...are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by...Work at officeLocal areaRemote workFlexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...a full-time Financial Representative or Advisor role upon graduation. Qualifications... ...owners. As such, they are considered independent contractors for income tax purposes, and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Hancock Whitney is looking for a Financial Consultant to partner with licensed Financial Advisors to help meet sales goals and gain industry experience. The role involves preparing for licensing exams, observing experienced Advisors, and assisting in client training and...
$75k - $150k
...Magnolia Wealth Strategies, a MassMutual firm provided pay range This range... ...happiness depends on it. We believe that financial peace of mind forms the fabric of... ..., is a Full‑scale, Hybrid Independent Financial firm, with advisors and offices throughout 4 states. Our...Contract work- ...for executing on a broad range of non-investment grade financing transactions. Responsible for preparing client presentations and financial modeling. Work closely with the Analysts/Associate Directors to support the Directors/MDs in managing client relationships and supporting...Work experience placement
- ...JOB FUNCTION / SUMMARY Hancock Whitney Financial Consultant (HWFC) partners with licensed Financial Advisors (FA) to assist the FA with meeting and or exceeding assigned sales and referral goals. The primary objective of the Financial Representative role is to participate...Work at office
- ...and 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 officeLocal areaAfternoon shift
- ...offers flexibility, allowing you to create a schedule that suits your lifestyle while engaging with clients to provide personalized financial solutions. Ideal candidates possess excellent communication skills, are eager to obtain a financial or insurance license, and have...Remote jobFlexible hours
- Nola Bank in New Orleans seeks a Universal Banker to provide exceptional customer service and support banking operations. This role involves account servicing and transaction processing while fostering strong customer relationships. The ideal candidate has 2+ years of banking...
$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 timeFlexible hours- ...A leading financial institution is seeking a Financial Center Representative in New Orleans, LA, responsible for delivering exceptional client service, managing teller transactions, and ensuring operational excellence. Candidates should have cash handling experience and...Work at office
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