38 Results for

Investment Advisor Jobs in Louisiana

Jobs

Baton Rouge, LA

Learn more about our What and our Why and how we canwork together. For convenience and simplicity, words like venture, joint venture, partnership, co-venturer, and partner are used to indicate business relationships involving common activities and interests, and those words may not indicate precise legal relationships.

2 days ago

Shreveport, LA

This employment opportunity at Red River Bank in Shreveport, LA would allow you to join the Investment Program at Red River Bank as a Financial Advisor associated with LPL Financial.

This exciting position will allow you to grow your career and business, helping the people and families that look to Red River Bank for financial solutions.

7 days ago

Mandeville, Louisiana

$61,000–$250,000 / year

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Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

18 days ago

Baton Rouge, LA

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

Lake Charles, LA

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

New Orleans, LA

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

New Orleans, LA

li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

30+ days ago

Lafayette, LA

Cross-sells products/services and leads the development of new solutions to meet clients' needs, coordinates presentations, involves experts as needed, closes sales, ensures smooth delivery of new services, and communicates emerging needs. Displays sound technical and industry knowledge in managing and delivering products and services for clients form the initial appointment, including transactions, analyzing needs, recommending improvements, and assessing the impact of new or additional services.

30+ days ago

Slidell, LA

Full time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

Baton Rouge, LA

Full time

30+ days ago

Lake Charles, LA

Full time

30+ days ago

Remote

$24.03–$26.44 / hour

p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles.

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.

30+ days ago

Key responsibilities with existing and newly created clients: Gathering information and collecting suitability to deeply understand clients and prospective clients needs, priorities, and concerns to accelerate trust and create a personalized comprehensive strategy to achieve their goals. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.

30+ days ago

Mandeville, LA

Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.

20 days ago

Bastrop, LA

$45,000–$100,000 / year

p>Compensation:

We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

Benefits:

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.

30+ days ago

p>JOB FUNCTION / SUMMARY:

The Trust Advisor 3 manages and develops complex wealth management client relationships during the administration of Trust accounts including estates, trusts, guardianships, and agency relationships as well as fiduciary services, investment management services, and other types of accounts within Private Wealth Management. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

23 days ago

Baton Rouge, LA

$60,000–$75,000 / year
Part time

Deliver financial guidance, promote suitable investment strategies, and coordinate client service activities to ensure exceptional client experiences. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.

30+ days ago

Louisiana

p>This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients.

15 days ago

Shreveport, LA

Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

30+ days ago

Shreveport, LA

$70,000–$150,000 / year

This employment opportunity at Red River Bank in Shreveport, LA would allow you to join the Investment Program at Red River Bank as a Financial Advisor associated with LPL Financial.

This exciting position will allow you to grow your career and business, helping the people and families that look to Red River Bank for financial solutions.

8 days ago

Baton Rouge, LA

$60,000–$145,000 / year
Part time

Client Advisory & Relationship Management: Provide clear information and education to clients regarding financial plans, services, and strategies. The total rewards expected for this role include: The base pay for this position across all US geographic markets ranges from $60,000.00/year to $145,000.00/year.

28 days ago

Baton Rouge, LA

ESSENTIAL DUTIES & RESPONSIBILITIES: • Actively engage in the prospecting, selling, production, and delivery of financial planning services to new and existing Private Wealth Management clients • Identifies and pursues the acquisition of qualified Private Wealth Management clients, both new and existing bank clients • Recognize financial planning, estate planning, tax planning, and product implementation opportunities and communicate them to the client and appropriate Relationship Team members • Collect data necessary to have financial or estate plan prepared • Present and execute financial, estate, or tax plans • Analyze client financial information and deliver financial advice and appropriate financial products based on client needs • Establish and maintain excellent working relationships with members of a Relationship Team designated to support client service and client development • Teams with partners throughout the bank to generate and make referrals to align clients with the appropriate channel • Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business • Monitor, maintain, and update call planner, pipeline, and closed business report using sales management tool • Represent the bank in civic, community, and industry functions to network and develop additional business • Obtain and maintain an understanding of the wide range of wealth products offered by the company, wealth issues and product solutions relevant to Private Wealth Management clients as well as investments and risk at a level to discuss needs and propose solutions. MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: • Bachelors degree, with a concentration in Business preferred; a combination of education and experience may be considered • 8 years of experience in financial services or planning • Demonstrated understanding of estate, investment and financial planning issues for affluent and high net worth clients • CFP, JD, MBA or CPA preferred • Highly motivated; Self-starter with the ability to work autonomously • Excellent sales and interpersonal skills require • Series 7, Series 66 (or Series 63 and 65), and Life/Health Licenses for the states where business is conducted are all preferred and will allow for additional incentive potential.

30+ days ago

Shreveport, Louisiana

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

30+ days ago

Shreveport, Louisiana

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

30+ days ago

Shreveport, Louisiana

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

30+ days ago

Shreveport, LA

p>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.

We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

30+ days ago

Shreveport, LA

p>Skills and Competencies: • Ability to independently manage the largest client relationships • Advanced relationship management, business development and presentation skills • Advanced sales, negotiation, problem solving, and interpersonal skills • Anticipates client needs and is proactively provides solutions • Excellent verbal and written communication skills • Possess effective and proven sales experience • Strong initiative to be proactive and follow through on client requests. • Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance.

30+ days ago

New Orleans, Louisiana

p>The Trust Advisor 3 manages and develops complex wealth management client relationships during the administration of Trust accounts including estates, trusts, guardianships, and agency relationships as well as fiduciary services, investment management services, and other types of accounts within Private Wealth Management. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

24 days ago

Remote

$40–$100 / hour

p>Project Team Management: Lead large project and program teams (or multiple small- to medium-sized teams); define the project/program vision, communicate the necessary outcomes, and provide guidance to achieve these outcomes; manage resources across projects/programs; negotiate the flow of additional team members on and off the team, as needed; and build the capability of the team through training, coaching, and mentoring.

Project Assurance: Manage the delivery of assurance reviews within a project, enable the delivery of assurance reviews by independent third parties, and take appropriate action to resolve any issues identified, to give senior stakeholders confidence that the project can deliver according to time, budget, and quality.

30+ days ago

$54,000–$65,000 / year

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

23 days ago

$75,190–$125,248 / year

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

30+ days ago

New Orleans, LA

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Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family and closed clients to market the Rocket brand and help homebuyers or homeowners obtain real estate financing that meets their personal and financial goals. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams.

30+ days ago

Shreveport, LA

p>The registered client service associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed.

Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.

30+ days ago

New Orleans, LA

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

30+ days ago

$141,200–$278,300 / year

As a Manufacturing Executions Systems Solution Architect Manager on the Supply Chain & Network Operations team, you will be responsible for: Leading discussions with senior leaders and business stakeholders to define Manufacturing Execution System (MES) needs and translate requirements into solution functionality. 5+ years of experience with business requirements gathering, fit-gap analysis, functional process design, data mapping, functional and technical specification documentation, system configuration, system testing, solution delivery, customer support, process documentation, and onsite/offshore delivery models.

24 days ago

$141,200–$278,300 / year

p>As a Manufacturing Execution Systems Solution Architect Manager on the Supply Chain & Network Operations team, you will be responsible for:

Leading discussions with client stakeholders to define Manufacturing Execution System (MES) business needs and translate requirements into scalable solution designs.
Information for applicants with a need for accommodation - https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.

28 days ago

New Orleans, LA

$175,300–$322,900 / year

p>Information for applicants with a need for accommodation - [1] https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

30+ days ago

Metairie, LA

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Required Qualifications: 2+ years of Supervisory Control, Corporate Insurance Risk, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

17 days ago

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Investment Advisor Jobs in Louisiana

Capital Projects Investment Advisor ExxonMobil

Investments Representative-Financial Advisor Red River Bancshares Inc

Financial Advisor Northwestern Mutual

J.P. Morgan Wealth Management - Private Client Advisor - Baton Rouge, LA JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Lake Charles, LA JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - New Orleans, LA JPMorgan Chase & Co

Merrill Advisor Development Program - Financial Advisor: Louisiana Mississippi Market Bank of America Corp

Financial Advisor, Wealth Solutions Business First Bank

J.P. Morgan Wealth Management - Private Client Advisor - Slidell, LA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Baton Rouge, LA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Lake Charles, LA JPMorgan Chase Bank, N.A.

Virtual Financial Advisor - National Remote Thrivent Financial for Lutherans

Associate Financial Advisor Edward D Jones & Co LP

Financial Advisor Trainee (Mandeville, LA) Raymond James Financial Inc

Financial Advisor Edward D Jones & Co LP

Trust Advisor 3 Hancock Whitney Corp

Associate Wealth Advisor Carson Group Holdings LLC

Associate Financial Advisor Fulcher Financial Group

Financial Advisor- Starkville, MS Corebridge Financial Inc

Financial Advisor - Red River Bank LPL Financial Holdings Inc

Wealth Advisor Carson Group Holdings LLC

Wealth Advisor Hancock Whitney Corp

Financial Advisor- Texarkana, AR Corebridge Financial

Financial Advisor - Little Rock, AR Corebridge Financial

Financial Advisor- Starkville, MS Corebridge Financial

Financial Advisor First Command Financial Services, Inc.

Private Wealth Management Wealth Advisor Regions Financial Corp

Trust Advisor 3 Hancock Whitney Bank

Senior Incident Management Advisor - PTAN GHD Group Pty Ltd

Client Service Associate Edelman Financial Engines LLC

Admin Manager, Centralized LPL Financial Holdings Inc

Executive Loan Officer (New Orleans, LA) Rocket Companies Inc

Registered Client Service Associate Ameriprise Financial Inc

Registered Client Service Associate Morgan Stanley

MES Solution Architect Manager (Siemens Opcenter Foundation/Discrete) Deloitte Touche Tohmatsu Ltd

MES Solution Architect Manager Deloitte Touche Tohmatsu Ltd

Reliability & Maintenance Digital Transformation Architect Senior Manager Deloitte Touche Tohmatsu Ltd

Supervisory Control Specialist Wells Fargo & Co

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