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Financial Advisor: Build Purposeful Wealth Practice
Job in
Lafayette, Lafayette Parish, Louisiana, 70595, USA
Listed on 2026-01-15
Listing for:
WizeHire, Inc
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A leading financial services firm in Lafayette is seeking a Financial Agent to empower clients in achieving financial security. This role goes beyond sales, offering a purposeful career with flexibility and significant growth potential. Responsibilities include developing client relationships, educating clients on financial strategies, and providing customized financial solutions. Candidates should possess strong communication skills, a business mindset, and a passion for helping others.
While a Bachelor’s degree is preferred, licenses for insurance and securities may be required.
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