Financial Advisor | Insurance & Investment Services
Compensation
From $120k /yr
Employment type
Full-time
Work setting
On-site
Location
Lafayette, LA
Schedule
Day shift
Posted
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Job overview
The Financial Advisor role is an onsite position based in Lafayette, LA, with compensation ranging from $80,000 to $120,000 per year. This role supports the financial planning team at NewYorkLife/ NYLIFE Securities LLC. The role exists to provide strategic financial guidance to individuals, families, and business owners. The advisor is responsible for developing personalized financial strategies, managing client relationships, and implementing recommendations involving insurance and investment products.
What you'll do
- Develop personalized financial strategies.
- Implement insurance and investment recommendations.
- Build and maintain client relationships.
- Monitor client financial status.
What we're looking for
- Skills & competencies
- full-timefinancial advisorlafayette lanew york lifefinanceinsuranceinvestmentplanningclient relationssales
- Work arrangement
- Weekend coverage required
Benefits & perks
- Competitive compensation, professional development, industry-leading training.
Why this role
Fortune 100 company, 180+ year history, mutual company structure.
About the employer
NewYorkLife/ NYLIFE Securities LLC is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Direct Life Insurance Carriers
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 7573172e-a4a6-42f7-8fec-6be7392920fd