Talent.com

Financial planner Jobs in Lafayette, LA

Create a job alert for this search

Financial planner • lafayette la

Last updated: 20 hours 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

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

Procurement Planner

Stuller IncLafayette, LA, United States
Full-time

Location 302 Rue Louis XIV, Lafayette, LA, 70508, United States.Job Category Supply Chain Operations, Full-Time.Work Hours 7:30 am - 4:00 pm, Monday - Friday. 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

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 Advisor, Wealth Solutions

b1BANKLafayette, LA, United States
Full-time

The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice.This role demands a robust understand... Show more

Procurement Planner @ Stuller

LED FastStartLafayette, LA, United States
Full-time

Procurement Replenishment Planner.Join our Supply Chain Operations team manage inventory, procurement, logistics, and more and help drive efficiency, cost savings, and seamless delivery of qualit... 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

Construction Planner

BilfingerBroussard, Louisiana, USA
Permanent

Bilfinger is a leading international industrial services provider, driving efficiency and sustainability for the process industry.With 31,+ employees and over €5.At Bilfinger, we offer a work envir... Show more

Remote Financial Analyst

Micro1Scott, 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

Remote Financial Analyst

Micro1Broussard, 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

Financial Support Specialist - Accounting

Lafayette Parish School SystemLafayette, LA, United States
Full-time

Your application must be submitted online and will only be considered if the following required documentation is attached: Resume Three professional references with contact information Proof of edu... Show more

 • New!

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 Advisor Trainee (Lafayette, LA)

Raymond James FinancialLafayette, LA, United States
Full-time

Advisory Mastery Program (AMP).The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial... Show more

Travel Planner/Organizer (Remote)

Roamarae Global TravelLafayette, Louisiana, United States
Remote
Full-time
Quick Apply

We’re looking for friendly, motivated individuals to join our team as Remote Travel Agents! You’ll help clients plan amazing trips, including cruises and all-inclusive vacations—all from the comfor... 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 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 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

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

People also ask
Financial Advisor

Financial Advisor

NewYorkLife/ NYLIFE Securities LLCLafayette, LA, US
11 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)