State Licensed Financial PlannerVirtualVocations • Lafayette, Louisiana, United States
State Licensed Financial Planner
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 Financial Planner to provide comprehensive financial guidance and support to clients.
Key Responsibilities
Deliver comprehensive financial plans that drive measurable outcomes for participants
Lead proactive conversations to uncover client goals and position appropriate products and services
Provide education and actionable guidance on various financial topics and facilitate client-directed transactions
Required Qualifications
Bachelor's degree or equivalent combination of education and professional experience (MBA preferred)
Certified Financial Planner (CFP) designation required
FINRA Series 7, 63, and 65 registrations required
Minimum 3 years of experience in financial services or the 401(k) industry
At least 2 years of direct financial planning experience
serp_jobs.job_alerts.create_a_job
Financial Planner • Lafayette, Louisiana, United States
Job_description.internal_linking.related_jobs
About Us RAM Partners, LLC, is a full-service real estate management company that manages more than 80,000 apartments throughout the United States.
We specialize in multi-family community management...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
Opelousas General Health System.Residents / Fellows are encouraged to apply!.Employed Physician Incentives : .Malpractice- Paid by Hospital .
CME Allowance ($4,000 / year) .Days of Paid Tim...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
This is a hybrid position with 3 days in the office and 2 days working from home.Description At SCP Health, what you do matters.serp_jobs.internal_linking.show_more
Diamond Lakes Leasing Consultant.RAM Partners, LLC, is a full-service real estate management company that manages more than 80,000 apartments throughout the United States.We specialize in multi-fam...serp_jobs.internal_linking.show_more
LanceSoft is seeking a travel Physical Therapist for a travel job in Kaplan, Louisiana.Job Description & Requirements.Required – Bachelor’s degree in physical therapy.Required &ndas...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
We're a global leader in providing energy solutions that help businesses grow and communities thrive.We work as a team and we're proud of the difference we make to customers, to local communities, ...serp_jobs.internal_linking.show_more
Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.Founded in 1986, Asset Living has decades of experience delivering exceptional value ...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
As a Customer Relations Representative - State Farm Agent Team Member with Monica Meyers - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth...serp_jobs.internal_linking.show_more
Location(s) Church Point, Louisiana.Role : Life Insurance Sales Agent.Career and Opportunity : Kemper is a diversified insurance holding company.
We are firmly committed to servicing the insurance nee...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
Global Data Systems (GDS) is an award-winning MSP and MSSP based in Lafayette, Louisiana.We specialize in delivering fully managed IT, cybersecurity, cloud, voice, and network solutions to highly r...serp_jobs.internal_linking.show_more
This position is primarily responsible for reviewing fraudulent activity within the bank through review of reports and alerts generated by the bank's automated systems, including deposit fraud,...serp_jobs.internal_linking.show_more
As a Customer Relations Representative - State Farm Agent Team Member with Scott Watkins - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth...serp_jobs.internal_linking.show_more
Weve been proudly serving our community for 5 years with a close-knit team of 5.Our office runs on collaboration, support, and a shared commitment to helping customers protect what matters most.We ...serp_jobs.internal_linking.show_more Opelousas General Health System.Residents / Fellows are encouraged to apply!.Employed Physician Incentives : .Malpractice- Paid by Hospital .
CME Allowance ($4,000 / year) .Days of Paid Tim...serp_jobs.internal_linking.show_more 
Our agency was built on the belief that the work we do should make a real impacton our customers, our team, and their families.
Helping people is at the heart of everything we do.While were proud of...serp_jobs.internal_linking.show_more
Leasing Consultant
RAM Partners, LLC • Lafayette, LA, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
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
Rheumatology, Rheumatology Physician Opportunity in South Louisiana
Opelousas General Health System • Opelousas, 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
Sr. Financial Analyst
Abacus Service Corporation • Lafayette, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Leasing Consultant
RAM Partners • Lafayette, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Travel Physical Therapist
LanceSoft • Kaplan, LA, US
serp_jobs.job_card.permanent
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
MRP Planner
Aggreko • New Iberia, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Leasing Consultant
Asset Living • Lafayette, LA, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days
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
Customer Relations Representative - State Farm Agent Team Member
Monica Meyers - State Farm Agent • Youngsville, 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 • Church Point, LA, US
serp_jobs.job_card.full_time
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
Financial Controller
Global Data Systems • Lafayette, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Crimes Analyst
Home Bank • Lafayette, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Customer Relations Representative - State Farm Agent Team Member
Scott Watkins - State Farm Agent • Rayne, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Customer Relations Representative - State Farm Agent Team Member
Ladd Hidalgo - State Farm Agent • Youngsville, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Endocrinology, Endocrinology Physician Opportunity in South Louisiana
Opelousas General Health System • Opelousas, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Customer Relations Representative - State Farm Agent Team Member
Blake Johnson - State Farm Agent • Opelousas, LA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted