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$44.62k
...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...SuggestedFull timeRelocationFlexible hoursRegions Bank
Gretna, LA1 day 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...SuggestedFull timeFlexible hoursRegions Bank
Harvey, LA4 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...SuggestedFull timeFlexible hoursRegions Bank
Metairie, LA2 days ago- ...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
Hancock Whitney
New Orleans, LA1 day ago - Certified Relationship Banker I The Certified Relationship Banker I provides "first line" contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems...Work at officeAfternoon shift
Gulf Coast Bank and Trust Company
Gretna, LA3 days ago - ...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
JPMorgan Chase Bank, N.A.
New Orleans, LA2 days ago - 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...
- ...success of the banking center. Key Responsibilities Build and maintain strong relationships with clients by understanding their financial needs and goals. Proactively identify opportunities to refer clients to appropriate banking products and services. Deliver exceptional...Local area
$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- ...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
- A regional financial institution in New Orleans seeks to hire a Certified Relationship Banker I. This position acts as the first line of contact for clients, assisting them with their needs and promoting various products and services. Responsibilities include opening new...
- ...in Gretna, Louisiana, is seeking a Certified Relationship Banker II to provide essential client contact, assess needs, and offer financial solutions. This role requires collaborating with clients to open accounts, address issues, and drive product sales. Ideal candidates...
- Regions Bank is seeking a Relationship Banker II in New Orleans, Louisiana. The role involves meeting customers' financial needs through guidance and product offerings, conducting outbound calls to enhance customer relations, and educating clients about digital 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 financial services company in New Orleans is seeking a Private Banker 4 to coordinate wealth services for high net worth clients. The ideal candidate will have extensive experience in Private Banking, strong financial analysis capabilities, and the ability to develop...Full time
- A community-focused financial institution in Metairie, Louisiana, is seeking a skilled individual for a customer-facing role. You will enhance customer relationships by providing exceptional service and meeting their banking needs. The ideal candidate should have at least...Work at office
- A prominent financial institution is seeking a Relationship Banker II in Metairie, Louisiana. The role involves meeting customers' financial needs through personalized service, effective communication, and product education. Candidates should possess a high school diploma...Full time
- 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...
- A leading financial institution is seeking a Relationship Banker II to engage with customers in order to assess their financial needs and provide suitable solutions. The role emphasizes customer communication, identifying needs, and achieving branch goals. Preferred candidates...Flexible hours
- A financial services company located in New Orleans is seeking a Private Banker to provide wealth management services to high net worth clients. The role involves coordinating financial product delivery, managing risks, and developing client relationships. Ideal candidates...
- Northwestern Mutual Life Insurance Company is seeking a Financial Advisor to provide personalized financial planning and management for clients. This role includes extensive training and support to help build a successful practice. Advisors will have opportunities to tailor...
- A financial services firm is seeking an Entry Level Financial Services Professional in Metairie, LA to help clients achieve financial peace of mind through a holistic approach. The ideal candidate will possess strong communication skills, a willingness to learn, and a motivation...
- The Financial Counselor is responsible for offering financial advice and assistance to patients regarding medical bills. They are the liaison between patients and their insurance companies, often coordinating payment and answering questions from both parties. Maintaining...Fixed term contractWork at officeNight shift
- Overview As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution...Local area
- Overview Position: Financial Center Representative (Banking/ Teller) - Non-exempt. This role is responsible for performing as both a Banker and Teller, delivering exceptional client service, ensuring operational and audit excellence, and making appropriate referrals. This...Work at office
$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ..., Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and...Full timeContract workFor contractorsWork at office- 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
- Northwestern Mutual in Metairie, Louisiana, is seeking a Financial Advisor to help clients achieve their financial goals. This role involves building a client base, crafting personalized financial plans, and managing clients' finances throughout various life stages. With...
- 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...
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