Entry-Level Financial Advisor in Training

Northwestern Mutual; Lafayette (LA); On-site; USD 61,000 - 119,000; Full time

Benefits offered by this job

Performance-based earnings

Fully company-funded retirement package

Comprehensive medical, vision, and dental plans

Job summary

A prominent financial services firm is looking for a Financial Representative in Lafayette, LA. In this full-time, on-site role, you'll build client relationships and provide tailored financial strategies to help clients achieve their goals. Ideal candidates hold a Bachelor’s degree, possess strong relationship-building skills, and have a drive for continuous learning. Benefits include performance-based earnings, comprehensive medical plans, and a fully company-funded retirement package. This entry-level position offers impressive growth potential and training support.

Qualifications

• Bachelor’s degree preferred in Finance or Business.
• History of success in client-facing roles.
• Desire for ongoing learning and improvement.

Responsibilities

• Help clients meet financial goals through personalized planning.
• Implement customized financial strategies and provide product guidance.
• Maintain strong relationships to provide ongoing financial support.

Skills

Relationship-building

Critical thinking

Motivation and drive

Education

Bachelor’s degree (Finance or Business preferred)

Job description

A prominent financial services firm is looking for a Financial Representative in Lafayette, LA. In this full-time, on-site role, you'll build client relationships and provide tailored financial strategies to help clients achieve their goals. Ideal candidates hold a Bachelor’s degree, possess strong relationship-building skills, and have a drive for continuous learning. Benefits include performance-based earnings, comprehensive medical plans, and a fully company-funded retirement package. This entry-level position offers impressive growth potential and training support.