- Edward Jones (Lafayette, LA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Regions Bank (Lafayette, LA)
- …logging into the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting ... candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides a broad… more
- First Horizon Bank (Lafayette, LA)
- …a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg ... associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the… more
- First Horizon Bank (Lafayette, LA)
- …risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects ... + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. + Thrives… more
- First Horizon Bank (Lafayette, LA)
- …listed in job posting. **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... financial goals and align on solutions that meet their...Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an… more
- CGI Technologies and Solutions, Inc. (Lafayette, LA)
- …manage and build relationships with client leaders, serving as a trusted advisor ensuring a positive experience and success with our products and services. ... a Member Assistance Program, a 529 college savings program, a personal financial management tool, lifestyle management programs and more. \#LI-KB5 **Skills:** +… more