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Entry-Level Financial Advisor Assistant
Job in
Lafayette, Lafayette Parish, Louisiana, 70595, USA
Listed on 2026-03-08
Listing for:
Magnolia Wealth Strategies
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Finance Assistant
Job Description & How to Apply Below
A growing financial planning firm in Lafayette, Louisiana is seeking an Entry-Level Financial Advisor Assistant. This role involves supporting an advisory team by managing client relationships and ensuring smooth office operations. Candidates should possess strong communication skills, organizational abilities, and familiarity with financial terminology. Knowledge of CRM systems and financial software is crucial. This position is 1099, requiring 30-40 hours of work per week, providing a hands-on learning opportunity in the financial services industry.
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