Top 9 Personal Financial Advisors Jobs in Lake Charles, LA

Senior Community Banker
First Horizon Bank —Lake Charles, LA
- Full-time
- 6 years
- Office
- Bachelor's degree
Quick Apply
11d
Retail Part Time Team Lead
Office Depot —Lake Charles, LA
- Part-time
- Merchandising
- Mid-level
- High school diploma or GED
- Commuter assistance
- Health savings account
Account Manager - Commercial Insurance (Construction/Contractors)
Insurance Office of America, Inc. —Lake Charles, LA
- $60,000 - $115,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
Quick Apply
14d
Restaurant Manager
Raising Cane's —Sulphur, LA
- $18 an hour
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
4d

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Principal Analyst, FP&A
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Senior Financial Analyst
L'auberge Casino Resort Lake Charles —Lake Charles, LA
Performs analysis of other EBiTDA-generating projects, either by revenue-driving initiatives or expense controls, culminating in actionable recommendations for…

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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
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Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$65,000 - $200,000 a year
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Personal Financial Advisors jobs near Lake Charles, LA

Senior Community Banker

First Horizon Bank -
Lake Charles, LA

Quick Apply

Job Details

Full-time
11 days ago

Qualifications

Deal closing
Managing customer accounts
Financial sales
Economic trends
6 years
Investment management advisory services
Identifying new business opportunities
Sales needs analysis
Promoting bank products
Bachelor's degree
Sales growth strategy
Investment client management
Industry trends
Customer engagement
Managing banking or lending client portfolios
Initial Contact (sales skills)
Financial goal setting advisory services
Prospecting
Business development within finance
Financial needs assessment
Sales strategy
Insurance planning
Client acquisition
Insurance sales
Relationship building in financial sales
Senior level
Suggestive selling
Estate planning
Closing sales

Full Job Description

Location: On site at location listed in job posting

Summary

Provides full-service banking to high-net-worth individuals. Manages the basic to moderately complex accounts.

Essential Duties and Responsibilities

Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
Cross-sells retail and trust services such as credit cards, personal trusts, and investment, financial, and estate planning services.
Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
Builds and maintains a portfolio mix of targeted high value and high potential clients.
Performs all other duties as assigned

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience

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Personal Financial Advisors jobs in Lake Charles, LA

Senior Community Banker

Retail Part Time Team Lead

Account Manager - Commercial Insurance (Construction/Contractors)

Restaurant Manager

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Location: On site at location listed in job posting

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