Current jobs related to Financial Service Professional - Lafayette, Louisiana - NewYorkLife NYLIFE Securities LLC

  • Financial Services Professional

    2 weeks ago

    Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life. As an Investment Advisor Representative, you will have the opportunity to work with a wide range of financial and protection products to cater to various client needs.Key ResponsibilitiesCultivate and nurture enduring...

  • Financial Services Professional

    1 week ago

    Lafayette, Louisiana, United States Spherion Full time

    Financial Advisor OpportunitySpherion is seeking an experienced Financial Advisor to join our team in the Acadiana area. As a Financial Advisor, you will be responsible for acquiring and managing a book of business, building relationships with clients, and providing sound financial planning and investment advice.Key Responsibilities:Develop and implement...

  • Financial Services Expert

    2 weeks ago

    Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Service Professional to join our team at New York Life. As a Financial Service Professional, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial guidance, and advocating for their financial well-being.Key...

  • Financial Operations Manager

    4 weeks ago

    Lafayette, Louisiana, United States Acadiana Legal Service Full time

    Acadiana Legal Service Corporation (ALSC) is a nonprofit organization dedicated to providing exceptional civil legal services aimed at advocating for fairness, protection, and justice for our disadvantaged client community. ALSC is committed to enhancing the lives of marginalized low-income and elderly clients with civil legal matters throughout our service...

  • Financial Services Expert

    6 days ago

    Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    About the RoleWe are seeking a highly skilled Financial Service Professional to join our team in Lafayette, LA. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial guidance, and advocating for their financial well-being.Key ResponsibilitiesCultivate and maintain...

  • Financial Service Specialist

    1 week ago

    Lafayette, Louisiana, United States NYL Insurance Company - Acadiana Territory Full time

    {"Responsibilities": "\t\u2022 Develop a prospective customer base and promote our insurance products through referrals, networking, and other marketing strategies to secure new business\t\u2022 Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a...

  • Financial Services Consultant for Athletes

    4 weeks ago

    Lafayette, Louisiana, United States Cestia District of Northwestern Mutual Full time

    Position OverviewCompensation and Benefits:Stipend401(k) PlanPerformance-Based BonusesCompany Social EventsDental CoverageFlexible Work HoursHealth InsuranceCareer Advancement OpportunitiesTraining and Development ProgramsVision CoverageBecome a Part of the Cestia District at Northwestern MutualAre you a former athlete with a passion for collaboration and...

  • Financial Services Associate

    4 weeks ago

    Lafayette, Louisiana, United States First Horizon National Corporation Full time

    Location: On-site at designated banking center30 Hours Full TimeA proficient Financial Services Associate is adaptable, resourceful, and skilled. You will be the key team member capable of handling various tasks within the banking environment. Your responsibilities will include processing transactions, managing accounts, and identifying sales opportunities....

  • Financial Services Associate

    3 weeks ago

    Lafayette, Louisiana, United States First Horizon National Corporation Full time

    Position Overview:This role requires an adaptable and skilled individual who thrives in a dynamic banking environment. As a Financial Services Associate, you will engage in a variety of tasks that support our clients and enhance their banking experience. Your responsibilities will include processing transactions, managing accounts, and identifying sales...

  • Financial Services Associate

    3 weeks ago

    Lafayette, Louisiana, United States First Horizon National Corporation Full time

    Position Overview:This role requires an adaptable and skilled individual who thrives in a dynamic banking environment. As a Financial Services Associate, you will engage in a variety of tasks that support our clients and enhance their banking experience. Your responsibilities will include processing transactions, managing accounts, and identifying sales...

  • Financial Services Associate

    3 weeks ago

    Lafayette, Louisiana, United States First Horizon National Corporation Full time

    Position Overview:This role is designed for a dynamic and adaptable individual who thrives in a collaborative banking environment. As a Financial Services Associate, you will be instrumental in executing a variety of banking functions, ensuring client satisfaction, and contributing to the overall success of the banking center.Key Responsibilities:Engage with...

  • Financial Professional

    3 weeks ago

    Lafayette, Louisiana, United States New York Life Full time

    About the RoleWe are seeking a skilled and ambitious Financial Professional to join our team at New York Life. As a Financial Professional, you will have the opportunity to make a meaningful difference in families' lives by providing expert financial guidance and support.Key ResponsibilitiesDevelop and implement effective financial strategies to meet...

  • Software Engineer

    2 weeks ago

    Lafayette, Louisiana, United States First Horizon Bank Full time

    About the RoleWe are seeking a highly skilled Full Stack Developer to join our Wealth Management team at First Horizon Bank. As a key member of our team, you will be responsible for designing, developing, and maintaining software applications and processes that support our business operations.Key ResponsibilitiesDesign and develop new software applications...

  • Financial Consultant

    4 weeks ago

    Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    Are you ready to take charge of your career? Become a part of New York Life, a reputable mutual insurance provider in the United States, where you can leverage our solid financial foundation and a history of excellence. Our Offerings: We provide a diverse array of financial and protection solutions tailored to meet the unique needs of our clients, including...

  • Insurance and Financial Consultant

    2 weeks ago

    Lafayette, Louisiana, United States Frontier Management (OR) Full time

    About the RoleAs a Financial Advisor at Frontier Management (OR), you will play a critical role in helping individuals and families achieve their long-term financial goals. Your expertise will be sought after to provide guidance on insurance and financial planning, ensuring that clients are prepared for life's unexpected events.Key ResponsibilitiesClient...

  • Financial Advisor Representative

    3 weeks ago

    Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    Job OverviewAre you ready to take charge of your career in the financial services industry? Join New York Life, a reputable mutual insurance organization in the United States, and leverage our solid financial standing and history of excellence.We offer a comprehensive suite of financial and insurance products designed to meet diverse client needs, including...

  • Financial Advisor Representative

    3 weeks ago

    Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    OverviewAre you ready to take charge of your career in the financial services industry? At New York Life, a reputable mutual insurance organization, you will benefit from our solid financial standing and a history of excellence. Our OfferingsWe provide a diverse array of financial and protection solutions tailored to meet the unique needs of our clients....

  • Financial Accountant

    2 weeks ago

    Lafayette, Louisiana, United States Eclipse Innovations Full time

    Job Summary:Eclipse Innovations is seeking a highly skilled Financial Accountant to join our team. As a Financial Accountant, you will be responsible for processing the financial accounting of independent merchants.Key Responsibilities:Process financial transactions and reconcile accounts for material, debtor, and creditor accounts.Prepare monthly and annual...

  • Financial Advisor Representative

    3 weeks ago

    Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    Are you ready to take charge of your career? At New York Life, a leading mutual insurance organization in the United States, we offer a robust financial framework and a proven history of success with our Million Dollar Round Table (MDRT) members. Our diverse array of financial and protection offerings is designed to meet the unique needs of our clients,...

  • Client Relationship Financial Advisor

    4 weeks ago

    Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    We are seeking a Financial Service Professional focused on building and nurturing strong client relationships to assist them in achieving their financial aspirations.Key responsibilities include preparing clients for unforeseen life events and ensuring their financial well-being. This is an exciting opportunity within a reputable organization that values...

Financial Service Professional

3 months ago

Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time
Seeking a Financial Service Professional based in Lafayette, LA, US

Primary focus is on fostering client relationships and assisting them in reaching their financial objectives.

Responsibilities involve preparing clients for unforeseen life circumstances and safeguarding their financial well-being.

Exciting career opportunity with a respected company that places a high value on customer contentment.

Key duties include grasping client requirements, offering financial knowledge, and advocating personalized financial strategies.

Professionals enhance their expertise by broadening professional connections and attracting new clientele.


Desired candidate qualities encompass a sales background, effective communication abilities, and a commitment to aiding families and businesses in financial planning.

New York Life stands out as a premier financial firm renowned for its exceptional standards and financial stability.

New York Life Insurance Company is committed to providing equal employment opportunities.

Responsibilities:

  • Establish and maintain strong, enduring relationships with clients in Lafayette, LA to secure their financial future
  • Tailor financial solutions by utilizing a range of insurance and investment products from NYLIFE Securities LLC to address individual client needs
  • Specialize in providing Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning services
  • Function as a Registered Investment Advisor with Eagle Strategies LLC to deliver comprehensive financial advice
  • Engage in sponsored marketing initiatives and present personalized group health insurance options to clients
  • Work towards personal and financial growth alongside clients in Lafayette, LA
  • Make a lasting positive impact through the role of a Financial Advisor
  • Stay abreast of industry trends and pursue continuous education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning

Qualifications:

  • Looking for dedicated individuals in Lafayette, LA who aim to positively influence the financial stability of individuals, families, and small businesses
  • This role offers a meaningful career with the potential for long-lasting impacts, moving beyond a typical sales position
  • Guide clients expertly through crucial decisions such as retirement planning and college savings to provide them with peace of mind
  • Witness the positive outcomes of your work as an insurance agent for years to come
  • Committed to personal and professional growth to ensure clients' lasting financial security

About Company:
New York Life Insurance Company/NYLIC Securities is a large business in New York, NY.

We are professional and our goal is to make a lasting impact on the financial well-being of individuals, families, and small businesses.