22 client advisor jobs at 12 companies in Franklin, LA
1w
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Automotive Client Advisor
Lafayette, Louisiana, United States
$60k-$125k/yr OnsiteFull Time
Must be 21 or older with a valid driver's license and acceptable driving record. Requires communication, follow-through, initiative, goal orientation, coachability, and customer relationship skills.
1w
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Automotive Client Advisor
Lafayette, Louisiana, United States
$60k-$125k/yr OnsiteFull Time
Must be 21 or older, hold a valid driver's license with an acceptable driving record, communicate effectively, follow through, work toward goals, and be willing to learn and improve.
1mo
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J.P. Morgan Wealth Management - Private Client Advisor - Baton Rouge, LA
Baton Rouge, Louisiana, United States
OnsiteFull Time
2+ YOE2+ years financial advisor experience, client acquisition ability, Series 7 and Series 66 required (or obtained within 60 days), life/health/long-term-care insurance license required, CFP preferred, bachelor’s preferred.
1mo
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Wealth Management Client Associate
Baton Rouge, Louisiana, United States
OnsiteFull Time
Provide client service support to financial advisors, excellent client communication, high school diploma/GED required, ability to learn technology platforms; FINRA SIE/Series 7/66 (63/65 accepted) and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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Entry-Level Financial Advisor
Lafayette, Louisiana, United States
$80k-$141k/yr OnsiteFull Time
Entry-level financial advisor role with strong communication, client-service, and teamwork skills.
CRM, Financial planning tools
2mo
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Wealth Management Client Associate
Baton Rouge, Louisiana, United States
OnsiteFull Time
Provide client service support to Financial Advisors; high school/GED required; client‑centric, motivated, able to learn new platforms; SIE/Series 7/66 (63/65 accepted) preferred; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Financial Advisor
Lafayette, Louisiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
proprietary planning software
3mo
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Wealth Advisor
Baton Rouge, Louisiana, United States
$60k-$145k/yr OnsiteFull Time
5+ YOEFive+ years of investment advisory experience; Series 65/66 required; Bachelor’s degree preferred; CFP preferred; strong business development and client service skills.
3mo
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Wealth Advisor
Baton Rouge, Louisiana, United States
$60k-$145k/yr OnsiteFull Time
5+ YOERequires 5+ years of investment advisory experience, active Series 65 or 66, clean U-4, strong business development, communication, organization, and client service skills. Bachelor's degree and CFP preferred.
1mo
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Financial Advisor
Baton Rouge, Louisiana, United States
$44k-$150k/yr OnsiteFull Time
0.5+ YOEHigh school diploma or GED, 6 months related experience, Series 7 and Series 63/65 or Series 66, life insurance license within 60 days, strong client relationship and financial planning skills.
2w
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Beauty Advisor - Flex
Lafayette, Louisiana, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, reliability, and ability to lift up to 50 pounds.
2w
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Beauty Advisor - Flex
Lafayette, Louisiana, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, product learning, teamwork, reliability, and ability to lift and carry up to 50 pounds.
2w
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Beauty Advisor - Flex
Lafayette, Louisiana, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication; beauty and trend knowledge; teamwork; quick learning; and ability to lift and carry up to 50 pounds.
2mo
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Skillbrige Career Advisor Training
Pensacola or Metairie or Shreveport or Baton Rouge
$30k/yr OnsiteContract
SkillBridge opportunity for active service members; sponsor training and licensing (Life & Health, SIE, Series 7, Series 66). Bachelor's in finance/economics preferred, client-facing experience, MS Office proficiency, strong communication, coachable mindset.
Microsoft Office, Kaplan Live Training
3mo
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Financial Advisor, Wealth Solutions
Houma, Louisiana, United States
OnsiteFull Time
4+ YOEBachelor in Finance, Economics, Business Administration; 4-7 years sales in financial services; FINRA Series 7 and/or Series 65 licenses or ability to obtain within 75 days; strong client relationships and communication; proficient in markets, investments, and MS Office.
Microsoft Office, Financial planning software
1mo
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Part-Time Beauty Advisor - Sephora
Baton Rouge, Louisiana, United States
$13/hr OnsitePart Time
Client-facing retail experience, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete company training.
handheld scanners
2mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Baton Rouge, Louisiana, United States
$13/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, complete training, and basic computer/scanner use.
handheld scanners, multiple frequency devices
5d
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Branch Office Administrator
Erath, Louisiana, United States
$21-$23/hr OnsiteFull Time
Provides client service, account support, administrative operations, scheduling, marketing coordination, and technology support while learning financial services processes and working with financial advisors.
MoneyGuide, Salesforce, Microsoft Office
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