Financial Advisor
Guilbault Capital, LLC
Company Description Guilbault Capital, LLC is a financial services firm focused on helping individuals, families, and businesses build and protect wealth through tailored advisory solutions. The firm emphasizes long-term relationships, personalized financial planning, and a client-first approach to service. Team members collaborate to provide clear guidance across investment, retirement, and overall financial strategies. Guilbault Capital values integrity, transparency, and ongoing education to support clients in reaching their financial goals. Role Description The Financial Advisor role at Guilbault Capital, LLC is a full-time hybrid position based in Metairie, LA, with flexibility for some work from home. Day-to-day responsibilities include meeting with clients to assess their financial goals, developing comprehensive financial and retirement plans, and recommending suitable investment strategies. The Financial Advisor will regularly review client portfolios, adjust recommendations based on changing market conditions and life circumstances, and ensure clear communication of risks and opportunities. The role also involves preparing reports, maintaining accurate client records, staying current on financial products and regulations, and collaborating with internal team members to deliver consistent, high-quality client service. Building new client relationships through networking, referrals, and community engagement is also an important aspect of this position. Qualifications Candidates should possess strong skills in Financial Planning and Retirement Planning. Candidates should possess solid knowledge of Finance and Investments. Candidates should possess experience in providing comprehensive Financial Advisory services. Candidates should possess excellent communication, interpersonal, and client relationship management skills. Candidates should possess strong analytical and problem-solving abilities, with attention to detail and sound judgment. Relevant certifications such as CFP®, ChFC®, or other financial designations are preferred. Bachelor’s degree in Finance, Business, Economics, or a related field is highly beneficial. Ability to work effectively in a hybrid environment, manage time independently, and uphold high ethical standards. #J-18808-Ljbffr
- ...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...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
New Orleans, LA3 days ago - ...Financial AdvisorWe 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...Suggested
Simple Staffing
Metairie, LA18 hours ago $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...SuggestedFull timeContract workFor contractorsWork at officeUnavailable
Metairie, LA3 days ago- ...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...SuggestedWork at officeLocal area
Compass Capital Management
Metairie, LA3 days ago - ...Senior Financial Advisor - Remote/HybridSeeking 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 over...SuggestedRemote work
MBC Talent Connections
New Orleans, LA2 days ago - Senior Financial Advisor -Remote/Hybrid Opportunity Overview 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...Remote workFlexible hours
$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Work at officeShift workDay shiftBank of America Corporation
New Orleans, LA13 days ago- ...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 officeLocal area
Western & Southern Life
Metairie, LA18 hours ago - ...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...
Western & Southern Life
Harvey, LA1 day ago - 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
$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 timeCasual workWork at officeLocal areaFlexible hours- ...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...Temporary workPart timeWork at office
First Horizon Bank
New Orleans, LA25 days ago - ...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...Temporary workPart timeWork at office
First Horizon Bank
New Orleans, LA28 days ago $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- 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 and...
- 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
- ...Fidelity Bank is looking for competitive, self-reliant, energetic individuals that are driven to succeed. Position Summary: The Financial Center Representative is responsible for performing as both a Banker and Teller in providing exceptional client service,...Work at officeLocal area
Fidelity Bank
New Orleans, LA10 days ago - ...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 timeApprenticeship
$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 timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Metairie, LA2 days ago$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
Metairie, LA2 days ago$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 timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Metairie, LA4 days ago$110.7k - $218.3k
Position Summary Today’s CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy...Visa sponsorship- 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 placementWork at officeLocal areaRelocationVisa sponsorshipWork visa
- ...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
Hancock Whitney
New Orleans, LA1 day 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...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
New Orleans, LA1 day ago$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 timeH1b$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 timeH1b$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 timeH1b- ...Hancock Whitney Corp. is seeking a results-oriented banking professional to build client relationships and drive sales at our financial center. You will conduct needs assessments, tailor product solutions, and educate clients on digital banking options to ensure 24/7 access...Afternoon shift
Hancock Whitney
Metairie, LA3 days ago $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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- finance associate Metairie, LA
- financial counselor Metairie, LA
- associate corporate finance Metairie, LA
- financial consultant Metairie, LA
- estate planning consultant Metairie, LA
- financial planning assistant Metairie, LA
- financial planner Metairie, LA
- financial advisor associate Metairie, LA
- financial associate Metairie, LA
- financial advisor Metairie, LA