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Financial coordinator Jobs in Lafayette, LA

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Financial coordinator • lafayette la

Last updated: 2 days ago

Financial Advisor

NewYorkLife/ NYLIFE Securities LLCLafayette, LA, US
$80,000.00 yearly
Full-time

Join New York Life, a Fortune 100 company with a rich history of over 180 years, as a Financial Advisor and become part of a legacy that helps families secure their futures.As a mutual company, we ... Show more

Financial Consultant

divvyDOSELafayette, LA, United States
$60,200.00 yearly
Full-time

This position follows a hybrid schedule with four in-office days per week.Our office is located at 901 Hugh Wallis Rd S, Lafayette, LA or 3854 American Way, Suite A, Baton Rouge, LA 70816 or 1 Optu... Show more

Remote Financial Analyst

Micro1Youngsville, Louisiana, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

 • Promoted

Project Coordinator

Five-S GroupLafayette, LA, USA
Full-time
Quick Apply

The Project Coordinator will work closely with Project Managers, Assistant Project Managers, Superintendents, and support staff to maintain good knowledge of all aspects of projects including scope... Show more

Financial Professional

New York Life - South LouisianaLafayette, LA, US
$80,000.00 yearly
Full-time

Join New York Life as a Financial Professional.We're looking for individuals who are:.Possessing a business mindset and are motivated by the opportunity to build and grow their own practice.Passion... Show more

Financial Consultant

UnitedHealthcareLafayette, LA, United States
$60,200.00 yearly
Full-time

This position follows a hybrid schedule with four in-office days per week.Our office is located at 901 Hugh Wallis Rd S, Lafayette, LA or 3854 American Way, Suite A, Baton Rouge, LA 70816 or 1 Optu... Show more

Administrative Coordinator

AlbertsonsBroussard, LA, United States
Full-time

As an Administrative Coordinator, you’ll play a central role in supporting store operations through effective coordination of hiring, onboarding, payroll, and compliance activities.You’ll manage ad... Show more

Financial Advisor

Home BankLafayette, LA, United States
Full-time

HB Financial is seeking an experienced Financial Advisor who is a self-starter and thrives in a team environment.This position is ultimately responsible for business development by profiling and bu... Show more

Remote Financial Analyst

Micro1Lafayette, Louisiana, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

 • Promoted

Sr. Financial Analyst

SCP HealthLafayette, LA, United States
$63,275.00 yearly
Full-time

At SCP Health, what you do matters.As part of the SCP Health team, you have an opportunity to make a difference.At our core, we work to bring hospitals and healers together in the pursuit of clinic... Show more

Sales Coordinator

CWIBreaux Bridge, LA, United States
$30,000.00 yearly
Full-time +1

Camping World is seeking a Sales Coordinator for our growing team.Increase sales through proper and timely implementation of marketing and merchandising programs.Assists in ordering inventory to ma... Show more

Project Coordinator

Crest IndustriesLafayette, LA, United States
Full-time

We understand that finding the right place to work isn't easy.At Beta Engineering, we believe in cultivating a team that wins together and takes on the most challenging projects in the high-voltage... Show more

Financial Consultant

Genoa TelepsychiatryLafayette, LA, United States
$60,200.00 yearly
Full-time

This position follows a hybrid schedule with (4) in-office days per week.Our office is located at 901 Hugh Wallis Rd S, Lafayette, LA or 3854 American Way, Suite A, Baton Rouge, LA 70816 or 1 Optum... Show more

Financial Consultant

UnitedHealth GroupLafayette, LA, United States
$60,200.00 yearly
Full-time

This position follows a hybrid schedule with (4) in-office days per week.Our office is located at 901 Hugh Wallis Rd S, Lafayette, LA or 3854 American Way, Suite A, Baton Rouge, LA 70816 or 1 Optum... Show more

Financial Representative

Western & Southern LifeLafayette, LA, United States
Full-time

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 recomme... Show more

Financial Advisor

New York LifeLafayette, LA
Full-time

Insurance Agent with New York Life Insurance Company.The fundamental foundation of a New York Life Insurance Agent’s role is built client by client.Our agents are uniquely qualified to help their c... Show more

Financial Service Professional

NYL Insurance - LafayetteLafayette, LA, US
$60,000.00 yearly
Full-time

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy ow... Show more

Logistics Coordinator

Worknet Staffing ServicesLafayette, LA, US
Full-time
Quick Apply

North Lafayette company is in need of a Logistics Coordinator.This person will assist in coordinating deliveries between drivers and customers.In addition, he/she will check documents for accuracy,... Show more

Distribution Coordinator

BULLDOG SERVICES LLPBroussard, LA, US
$18.00 hourly
Full-time

In addition to assigned administrative responsibilities, this role supports the overall efficiency and compliance of the facility through accurate documentation and cross-functional collaboration.D... Show more

Financial Advisor

Northwestern MutualLafayette, LA, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

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Financial Advisor

Financial Advisor

NewYorkLife/ NYLIFE Securities LLCLafayette, LA, US
3 days ago
Salary
$80,000.00 yearly
Job type
  • Full-time
Job description

Join New York Life, a Fortune 100 company with a rich history of over 180 years, as a Financial Advisor and become part of a legacy that helps families secure their futures. As a mutual company, we prioritize our policyholders and focus on long-term client success. We’re looking for a dedicated financial advisor who excels in advising clients on making smart, profitable decisions. Your role will be crucial in guiding them to achieve their financial goals, leveraging your expertise in math, analysis, and customer service. At New York Life, we value innovation, employee development, and offer career growth opportunities. If you’re ready to join a team that’s recognized as one of the most admired companies globally and committed to diversity and inclusion, we’d love to meet you. Let’s work together to continue our tradition of excellence and innovation. Start your application today!

Compensation:

$80,000 - $120,000 yearly


Responsibilities:
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations

Qualifications:
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
  • A Bachelor’s degree in business administration, finance, or a related field is required
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

We’re proud to be recognized by the following organizations.

  • Fortune 2024: World’s Most Admired Companies Handshake 2025: Early Talent Award
  • Forbes 2024: America’s Best Employers for Diversity, Seramount: 2024 Best Companies for Multicultural Women.

We’re proud of the help we’ve provided and continue to provide clients. 5.1 million lives protected (includes all owners of individual life insurance and annuity policies)