Client-Centric Financial Planner & Investment Advisor
$50k - $75kPrudential Advisors
A financial services firm is seeking a Regional Director in Baton Rouge, Louisiana, to deliver personalized investment solutions and support clients in achieving long-term financial goals. Responsibilities include preparing financial plans and ensuring their accuracy, while also cultivating client relationships. Ideal candidates will have a strong understanding of the investment business and excellent interpersonal skills. This full-time position offers a salary range between $50,000 and $75,000, along with benefits including medical insurance and a pension plan. #J-18808-Ljbffr Prudential Advisors
- New York Life Insurance Company is seeking a Financial Professional to help clients navigate retirement, college savings, and other financial goals.... ...commitment to serving policy owners with a flexible, client-centric approach. #J-18808-Ljbffr New York Life Insurance Co.SuggestedFlexible hours
- ...invites you to join as a Relationship Banker at a Chase Branch. You will welcome clients, cultivate lasting relationships, and use innovative banking tools to tailor thoughtful financial solutions and exceptional service. You will manage assigned clients, meet with...Suggested
- Join a dynamic team as a Financial Advisor where you can help clients achieve their financial goals. This innovative firm offers a comprehensive training... ...financial plans, and guide them through their investment journeys. With a supportive environment and competitive...Suggested
$25 - $26.77 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...Responsible Growth and delivering for our clients, teammates, communities, and... ...experts in small business, lending, and investments Manages financial center traffic, appointments...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift- Hancock Whitney Corp. is seeking a Teller for a full-time position in Baton Rouge, LA (Broadmoor area). The role focuses on accurate client service, cash handling, deposits and withdrawals, and promoting digital banking tools. Qualified applicants have a high school...SuggestedFull timeWeekend workAfternoon shift
- ...to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank... .... You will use your knowledge of investments, financial planning, credit and banking to both advise... ...Management provides individuals, advisors and institutions with strategies and expertise...Temporary workWork experience placementLocal area
- ...dedicated professional to establish new client relationships while delivering advisory... ...support to existing clients. You will guide investment strategies, coordinate client service... ...Responsibilities include coordinating with advisors, reviewing investments, reallocating to...
- ...prospective customers to determine and meet their financial needs. With a deep understanding of... ...by serving as our customer's financial advisor of choice. Personal Bankers should be... ...internal business partners and external clients. Employees may be exposed to...Local area
- ...we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood... ..., using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will...Immediate startAfternoon shift
- ...SUMMARY: A Personal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs. ESSENTIAL DUTIES & RESPONSIBILITIES: Manages existing clients and prospects by meeting...Work at officeLocal areaAfternoon shift
- A financial institution in Baton Rouge is seeking a Financial Center Representative. This role involves performing as both a Banker and Teller, providing exceptional client service, ensuring operational excellence, and achieving referral goals. Candidates should have a...
- ...Financial Analyst Keller Executive Search is partnering with a leading organization to... ...into insight and insight into action. Our client operates in a dynamic, growth-oriented... ...building the models and analyses that guide investment, cost, and operational decisions. You...Full time
- ...Job brief We are seeking a Remote Client Acquisition & Lead Generation Specialist to help grow our travel business by connecting with prospective clients generating qualified leads and guiding them into the travel-planning process. This role is ideal for a confident...Full timeWork at officeRemote work
$15 per hour
...message the job poster from Prudential Financial Financial Advisor at Prudential Advisors Take your... ...whose goal is to successfully help their clients achieve financial goals. The... ...retirement. Preparing and reviewing investment portfolio recommendations Because of...Minimum wageFull timeContract workPart time- A community-focused bank in Baton Rouge is seeking a Financial Center Representative to perform both teller and banker duties. This role involves providing exceptional client service and operational excellence, along with responsibilities such as handling cash transactions...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...and network to build your business and client base Develop and execute on a... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeInternshipLocal areaFlexible hours$40k - $55k
Overview We’re currently looking for professionals with experience supporting financial advisors/planners. This would be a planning support, non-client facing position. Should have a solid understanding of financial concepts. Experience with financial planning software...Full time- Investar Bank National As is hiring for a Full-Time Clerical/Teller role in Baton Rouge, LA. The position involves handling deposits, processing transactions, and promoting bank products to customers. Strong customer service and cash handling skills are required, with ability...Full time
- BankPlus in Baton Rouge, LA seeks a Loan Officer I to serve customers by generating, approving, and servicing loans within risk standards and bank policies. You will also generate deposit transactions to fund loans and manage an up-to-$3 million portfolio. You will interview...
- ...industry expertise to a wide range of public and private sector clients around the world. Our delivery centers offer our clients... ...enterprise technology platforms. You'll help organizations modernize financial processes, improve financial performance and reporting, and use...Internship
- ...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... ...plan to sell insurance and investment solutions.Travels throughout market(...Work at officeLocal area
- Regions Bank in Baton Rouge seeks a Relationship Banker II to meet customers’ financial needs by offering appropriate Regions products and guidance. The role emphasizes sales-oriented service, collaboration with branch teams, and proactive customer engagement. Applicants...Full time
- ...relationships and evaluate, authorize, or recommend approval of commercial real estate and credit loans while advising borrowers on financial matters. The role involves meeting with applicants, analyzing financials, obtaining credit histories and statements, staying...
$43.81k
...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- ...Financial Aid Counselor# Louisiana State University - Careers## Financial Aid CounselorApply... ...a danger to themselves or others, the advisor should immediately contact the Care Team... ...within FERPA should create no impression of client or patient confidentiality.## Additional...Full timeWork at officeImmediate startFlexible hours
$97k - $192k
...of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued... ...to make a meaningful impact on clients and the local community. If you have a strong... ...of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on...InternshipLive outWork at officeLocal areaWork from homeFlexible hours- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
- ...We are looking for Experienced Advisors to join our Team You've built a successful practice... ...and be a resource to you and your clients. Prudential will provide you with the... ...big decision. We support you by offering financial packages designed to make your transition...
- ...Financial Advisor Location: Baton Rouge, Louisiana Company: Eagle Strategies Build More... ...We’re seeking entrepreneurial minded Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated...Full timeContract workFor contractors
$60k - $75k
...stand for something simple: always put the client first. We do well by doing good for... ...willingness to embrace change. We serve financial advisors and investors through three entities,... ...financial advice to the investing public. We all share a common mission to...Temporary workInterim roleFlexible hours
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