Top 7 Entry level financial services Jobs in Lafayette La

Entry-Level Financial Advisor
NewYorkLife/ NYLIFE Securities LLC —Lafayette, LA
- $80,000 - $141,231 a year
- Analysis skills
- Entry level
- Analytics
- Life insurance
Quick Apply
Entry-Level Financial Advisor
NYL Insurance - Lafayette —Lafayette, LA
- $60,000 - $150,000 a year
- Sales
- Bachelor's degree
- US work authorization
- Opportunities for advancement
- Life insurance
Quick Apply
Teller Retail Banker
Woodforest National Bank —Broussard, LA
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock ownership plan
- Opportunities for advancement
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entry level financial services jobs near lafayette la

Entry-Level Financial Advisor

NewYorkLife/ NYLIFE Securities LLC
Lafayette, LA

Quick Apply

Job Details

$80,000 - $141,231 a year

Benefits

Life insurance

Qualifications

Customer communication
Customer relationship building
Investment management advisory services
Financial analysis
Analysis skills
Client retention
Investment client management
Industry trends
Financial concepts
Coordinating with insurance clients
Financial goal setting advisory services
Insurance planning
Entry level
Analytics

Full Job Description

Joining New York Life as an Entry-Level Financial Advisor means stepping into a role where your work truly impacts others. With over 180 years of history, our commitment to helping families achieve their financial goals is unwavering. As part of a Fortune 100 company, you’ll have the chance to build a rewarding career while contributing to a legacy of trust and innovation. Our nurturing environment is designed to empower you with comprehensive training and professional development resources from day one. We prioritize collaboration and value the unique perspectives you bring, ensuring you have the support needed to excel. Together, we'll forge a path of growth and success, delivering lasting value to clients. Let’s embark on this journey and make a real difference in the world.

Compensation:

$80,000 - $141,231+ yearly

Responsibilities:

Guide clients in developing personalized financial plans that align with their goals and aspirations.
Educate clients on insurance options and investment strategies to empower informed decision-making.
Build and nurture long-term relationships with clients, fostering trust and loyalty.
Conduct regular reviews of clients' financial plans to ensure they remain on track and adapt to life changes.
Collaborate with team members to share insights and strategies, enhancing overall client service.
Stay informed on industry trends and regulatory changes to provide up-to-date advice.
Utilize company-provided tools and resources to streamline client interactions and enhance service delivery.

Qualifications:

Experience in financial planning or a related field, with a passion for helping others achieve their goals.
Ability to communicate complex financial concepts in a clear, relatable manner, fostering client understanding and trust.
Proven track record of building and maintaining strong client relationships, demonstrating empathy and professionalism.
Strong analytical skills to assess financial data and develop effective strategies tailored to client needs.
Commitment to continuous learning, staying informed on industry trends, and regulatory changes to provide the best advice.
Ability to work collaboratively within a team, sharing insights and strategies to enhance overall client service.

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)

Quick Apply

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entry level financial services jobs in lafayette la

Entry-Level Financial Advisor

Entry-Level Financial Advisor

Teller Retail Banker

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