Financial Planner
Prudential Financial
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 entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement. Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. You: Are a self-starter. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a life‑long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. We: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive, pay‑for‑performance compensation, which includes commissions and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E‑Verify. Seniority level Not Applicable Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr Prudential Financial
$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...SuggestedFull time- ...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 by actively promoting and selling the bank...SuggestedTemporary workWork at office
- ...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...SuggestedWork at officeLocal areaAfternoon shift
- ...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 by actively promoting and selling the bank...SuggestedTemporary workWork 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...SuggestedFull timeCasual workWork at officeLocal areaFlexible hours- ...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...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....Work at officeShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package...Full timeContract workFor contractorsWork at office- ...The McLean Group’s Financial Consulting team is seeking a Financial Consultant to deliver Quality of Earnings (QofE) and financial due diligence engagements for middle-market transactions. Working closely with the practice leader and cross-functional teams, the Financial...Flexible hours
- ...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...Work at officeLocal area
- ...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
- ...borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered through holistic financial planning. Private Bankers ensure the company’s credit quality standards are met or exceeded and work towards generating new...Local area
- Nola Bank (I/O) in New Orleans is looking for a motivated Universal Banker to join their Retail Banking team. You'll provide exceptional service, handle transactions, and develop relationships while ensuring compliance with regulations. The ideal candidate has at least ...
- A leading financial institution in Harvey, Louisiana is seeking a Relationship Banker I to enhance customer experiences by processing transactions and addressing inquiries. Ideal candidates should possess strong communication abilities and the capability to assist customers...
- ...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...
- ...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 new client acquisition...Temporary workWork experience placementLocal area
- A global financial services firm located in New Orleans is seeking a Private Banker to manage client relationships and provide tailored financial advice. The role requires over six years of experience in private banking or financial services, along with a Bachelor's degree...
$77k - $202k
...Travel Requirements: Up to 60% At 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- 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...
- ...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 new client acquisition...Temporary workWork experience placementLocal area
- 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...
- Ochsner Health is seeking a dedicated individual for a role focused on providing excellent customer service to patients. Candidates should have a high school diploma and at least one year of relevant experience in healthcare or customer service settings. This position requires...
- Job Summary Xavier University of Louisiana is accepting applications for the position of Financial Aid Counselor, Student Loans. This position serves as a first point of contact representing the financial aid counseling staff to assist students and families with student...Work at office
- 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 and...Flexible hours
$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 area- ...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 Services Representative Are you ready to take control of your career and make a meaningful impact? We 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...Work at officeLocal areaRemote workFlexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...management, 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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...education, legacy, and other life goals through investment advice and guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial goals, and...Interim roleImmediate startShift workDay shift
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