CFP Licensed Wealth AdvisorVirtualVocations • Lafayette, Louisiana, United States
CFP Licensed Wealth Advisor
VirtualVocations • Lafayette, Louisiana, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Senior Advisor, Wealth Management Service.
Key Responsibilities
Provide exceptional onboarding experiences for new clients
Develop comprehensive financial plans tailored to clients' unique situations and goals
Create custom investment proposals that align with clients' financial objectives and risk tolerance
Required Qualifications
CFP or IQFP designation required (CPA is a valuable asset)
CIM or CFA designation required
5+ years of experience in wealth management or financial advisory roles
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
serp_jobs.job_alerts.create_a_job
Wealth Advisor • Lafayette, Louisiana, United States
Job_description.internal_linking.related_jobs
Insurance Sales And Risk Advisor.Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Insurance Sales and Risk ...serp_jobs.internal_linking.show_more
We are seeking a Remote Field Underwriter to join our team in the Financial Services industry.As a Remote Field Underwriter, you will be responsible for assessing and evaluating insurance applicati...serp_jobs.internal_linking.show_more
Certified Occupational Therapy Assistant.Setting : Skilled Nursing Facility.We're hiring a Certified Occupational Therapy Assistant for a travel contract role at a great facility.Under the guidance ...serp_jobs.internal_linking.show_more)
Executive Director of Financial Aid.The Executive Director of Financial Aid is responsible for the strategic leadership, administration, and oversight of the college's financial aid and state progr...serp_jobs.internal_linking.show_more
Job Opportunity At Chabill's Tire And Auto Service.We are looking for a high-performing Service Advisor to join our successful team.
If you have a proven track record of sales experience and fantast...serp_jobs.internal_linking.show_more
The Accountant Lead is responsible for preparing general ledger month-end journal entries in accordance with Generally Accepted Accounting Principles, review of journal entries as assigned, and fin...serp_jobs.internal_linking.show_more
Join a Company That Puts People First!.Licensed Practical / Vocational Nurse – LPN / LVN.We are one of the largest private duty nursing companies in the nation and growing! At Aveanna, we’re proud to...serp_jobs.internal_linking.show_more
Company : Chick-fil-A Opelousas.Camille is passionate about building and growing a team, providing coaching and leadership development opportunities, and making an impact in the Opelousas Community ...serp_jobs.internal_linking.show_more
The Finance Director at Shetler - Corley Motors, Limited will be responsible for overseeing customer financing processes, building relationships with lenders, and ensuring compliance with fina...serp_jobs.internal_linking.show_more
LPN shall act as an active member of the interdisciplinary team conducting at least, but not necessarily limited to; assessment and screening, participation in team conferences, case management, di...serp_jobs.internal_linking.show_more
Certified Occupational Therapy Assistant (COTA) We are seeking a dedicated Certified Occupational Therapy Assistant (COTA) to support occupational therapists in providing therapeutic care.In this ...serp_jobs.internal_linking.show_more
American Traveler is seeking a travel Outpatient Physical Therapist for a travel job in Kaplan, Louisiana.Job Description & Requirements.
American Traveler is seeking an Outpatient Physical Ther...serp_jobs.internal_linking.show_more
Vivian is looking for Travel Certified Occupational Therapy Assistant Therapys in Rayne, Louisiana paying up to $1,650 / week At Vivian, we ensure your next step is a step forward.That's why we built...serp_jobs.internal_linking.show_more
Personal Financial Counselor; Fort Johnson, LA.This position will provide personal financial services at assigned military installations.
Primary responsibilities include the full breadth of persona...serp_jobs.internal_linking.show_more
LRS Healthcare - Allied is seeking a travel Physical Therapist for a travel job in Kaplan, Louisiana.Job Description & Requirements.
LRS Healthcare - Allied Job ID #30I-18302.Pay package is base...serp_jobs.internal_linking.show_more
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Cestia District of No...serp_jobs.internal_linking.show_more
Join Opinion Edge today and get paid for your insights! Take short surveys on the topics that matter to you and earn rewards for every completed survey.
Sign up now and start turning your voice into...serp_jobs.internal_linking.show_more
The Customer Advocate is one of Safelite's first impressions with our customers.From managing administrative processes, scheduling, work orders and invoicing, to greeting customers in person and an...serp_jobs.internal_linking.show_more
Kemper is one of the nation's leading specialized insurers.Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every d...serp_jobs.internal_linking.show_more
Licensed Professional Counselor (LPC).Wage : Between $120-$131 an hour.Licensed Professional Counselor — Are you ready to launch or expand your private practice? .
Headway is here to help you start a...serp_jobs.internal_linking.show_more
Insurance Sales and Risk Advisor
Brown & Brown • Lafayette, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Field Underwriter
Reid Agency • Lafayette, LA, us
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
COTA - Travel Contract
Pro Venture • Rayne, LA, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Executive Director of Financial Aid
Louisiana State University (LSU) • Eunice, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Service Advisor
Chabill's Tire and Auto Service • Youngsville, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Accountant Lead-Finance-Full Time
Christus Health • Mamou, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Aveanna Healthcare Private Duty Nurse LPN
Aveanna Healthcare • Maringouin, LA, United States
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Operations Lead in Training
Cooper Connect • Opelousas, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Finance
Shetler - Corley Motors, Limited • Crowley, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Practical Nurse
New Way of Southwest Louisiana • Ville Platte, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Travel Allied-COTA, Other
StaffDNA • Rayne, LA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Travel Outpatient Physical Therapist
American Traveler • Kaplan, LA, US
serp_jobs.job_card.permanent
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Travel Certified Occupational Therapy Assistant - Paying up to $1,650 / week
Vivian Health • Rayne, LA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Personal Financial Counselor; Fort Johnson, LA
Magellan Health • Fort Johnson, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Travel Physical Therapist
LRS Healthcare - Allied • Kaplan, LA, US
serp_jobs.job_card.permanent
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Finance Manager with Military Background
Cestia District of Northwestern Mutual • Crowley, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Share Your Opinions. Earn Rewards.
Opinion Edge • Youngsville, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Customer Advocate
Safelite • Scott, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Sales Representative, Life Insurance
Kemper • New Iberia, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Professional Counselor
Headway • Lafayette, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted