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Financial Advisor Assistant - in Wealth Planning
Job in
Lafayette, Lafayette Parish, Louisiana, 70595, USA
Listed on 2026-03-06
Listing for:
Magnolia Wealth Strategies, a MassMutual firm
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Finance Assistant -
Administrative/Clerical
Finance Assistant
Job Description & How to Apply Below
A financial services firm in Lafayette is looking for an Entry-level Financial Advisor Assistant. In this role, you will support an advisory team by managing client relationships and assisting with financial documentation. Strong organizational skills and excellent communication abilities are essential. The position offers a collaborative work environment, and candidates with a background in financial services or administrative support are preferred.
This is a 1099 position, working 30-40 hours per week.
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