Talent.com

Financial representative Jobs in Lafayette, LA

Create a job alert for this search

Financial representative • lafayette la

Last updated: 4 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

Remote Financial Analyst

Micro1Breaux Bridge, 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

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

Financial Consultant 2370065 | Lafayette, LA

Reliant Medical GroupLafayette, 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 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 Consultant @ LHC Group

LED FastStartLafayette, LA, United States
Full-time

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives.The work you do with our team will directly improve health outcomes by connect... 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

Sales Representative

Altitude Development GroupLafayette, LA, US
$76,000.00 yearly
Full-time

Ideally, we are looking for candidates with previous sales experience who have outgrown working in a call center or door-to-door sales environment and want to level up their professional careers.Ho... Show more

College Financial Representative, Internship Program

Northwestern MutualLafayette, LA, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... 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

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

Financial Consultant 2370065 | Lafayette, LA

United Health 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 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

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

Sales Representative

Aquarius Pool ServiceLafayette, LA, US
$70.00 hourly
Full-time

Neighborhood Sales Representative.Aquarius Pool Service is looking for motivated individuals to join our team as Neighborhood Sales Representatives.In this role, you will walk neighborhoods in Lafa... Show more

Financial Consultant 2370065 | Lafayette, LA

UMRLafayette, 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

People also ask
Financial Advisor

Financial Advisor

NewYorkLife/ NYLIFE Securities LLCLafayette, LA, US
8 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)