Lafayette, LA

Finance Jobs in Lafayette, LA

4 jobs found

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2d ago

Financial Advisor

NewYorkLife/ NYLIFE Securities LLC Lafayette, LA

Lafayette, LA

2d ago

$80k - $120k/yr Full time Advisor Associate Financial Advisor Client Relations

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Job Description

Onsite in Lafayette, LA, this Financial Advisor role with NewYorkLife/NYLIFE Securities LLC offers a clear earning range of $80,000 to $120,000 yearly while you help clients translate goals into practical, personalized insurance and financial protection solutions. If you enjoy building relationships and developing strategies that reflect a client’s risk tolerance and financial objectives, this position blends client work with the opportunity to grow a successful practice.

How you’ll help clients

Support clients in implementing financial recommendations, including life insurance, savings plans, mutual funds, and other financial products
Develop and deliver financial advice and strategies aligned to each client’s risk tolerance and financial objectives
Collect and evaluate client financial information to understand financial status, goals, cash flow, and expectations

What success in the role looks like

Identify, seek, and establish prospects continuously to create and strengthen relationships with new clients as a trusted advisor
Provide exceptional customer service to existing clients and maintain accurate, trackable records in the client file, including communications, strategies, and financial advice given

What you bring

Excellent math skills, strong relationship abilities, clear communication, and high-quality customer service skills
Desired experience as a financial planner, personal financial advisor, financial analyst, or financial consultant
Computer proficiency with MS Office, Google Suite, CRM systems, and financial planning software

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2d ago

Entry-Level Financial Advisor

NewYorkLife/ NYLIFE Securities LLC Lafayette, LA

Lafayette, LA

2d ago

$80k - $141k/yr Full time Advisor Associate Financial Advisor Client Relations

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Job Description

NewYorkLife/NYLIFE Securities LLC is hiring an Entry-Level Financial Advisor in Lafayette, LA for an onsite role. In this position, you will help clients clarify their financial goals and translate them into personalized strategies, supported by comprehensive training and professional development opportunities.

You will also represent a company with a long track record in protecting families and supporting long-term financial progress. New York Life is a Fortune 100 mutual company, accountable to its policyholders, and focused on innovation to increase value for clients over time.

Key Responsibilities

Assist clients in understanding their financial goals and developing personalized strategies to achieve them.
Build and maintain strong, trusting client relationships while ensuring client needs are handled with care and professionalism.
Perform thorough financial assessments to identify potential opportunities for growth and protection.
Collaborate with team members to share insights and strategies, supporting a supportive and innovative environment.
Monitor industry trends and regulatory changes to provide clients with up-to-date guidance.
Educate clients on the benefits of insurance and investment products so they can make informed decisions.
Track and report on client progress, adjusting strategies as needed to support continued success and satisfaction with services.

Requirements

Experience in customer service or sales roles that demonstrates the ability to connect with clients.
Ability to communicate complex financial concepts clearly and in a relatable way.
Demonstrated ability to build and maintain strong client relationships.
Strong analytical skills to assess clients' financial situations and develop tailored plans.
Motivation to learn and stay current on industry trends and regulatory changes.
Ability to work collaboratively with team members to enhance client service.
Proficiency in using digital tools and resources to streamline client interactions and improve service delivery.

Technologies

Digital tools and resources

Compensation

$80,000 - $141,231+ per year

Company Overview

New York Life has been in business for 180+ years, helping generations of Americans protect their families and pursue financial goals.
As a mutual company, New York Life is accountable only to its policyholders, not to Wall Street or outside investors.
Focus areas include long-term success for clients and ongoing innovation to increase client value.
Recognition includes: Fortune 2024: World’s Most Admired Companies; Handshake 2025: Early Talent Award.
Forbes 2024: America’s Best Employers for Diversity; Seramount: 2024 Best Companies for Multicultural Women.
Provides coverage for 5.1 million lives protected (includes all owners of individual life insurance and annuity policies).

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3mo ago

Financial Consultant

Optum Lafayette, LA

Lafayette, LA

3mo ago Closed

$60k - $107k/yr Full time Budgeting Consultant Data Analysis

This position is no longer accepting applications (closed Jul 23, 2026).

Job Description

Optum, part of UnitedHealth Group, seeks a Financial Consultant in Lafayette, LA on a hybrid schedule to support profitability and decision making for Home Health and Hospice.

Compensation

Salary: USD 60,200 - 107,400 per year

Location

Lafayette, Louisiana, hybrid work arrangement

Responsibilities

Develop, perform, and manage analyses of business and financial metrics and performance indicators for Home Health and Hospice
Investigate the drivers behind financial results and clearly communicate insights to both financial and non-financial stakeholders
Create and maintain financial reports that show actual results, forecasted performance, and variances to plan, forecast, and budget
Collaborate with business teams to propose and implement strategies, plans, and processes that improve profitability and drive cost efficiencies
Partner across the organization to complete all aspects of financial planning, budgeting, forecasting, and month-end processes

Requirements

Bachelor's Degree (or higher) in Accounting, Finance, or Economics
2+ years of financial and/or accounting experience
2+ years of financial planning, forecasting, and analysis experience
2+ years of Microsoft Excel experience (Pivot Tables, V-Lookups, etc.)
Financial modeling and financial statement analysis skills
Experience owning and managing financial models with demonstrated process improvement
Highly analytical with meticulous attention to detail to ensure precision and accuracy
Team player with effective written and verbal communication across diverse business backgrounds
Strong communication and presentation skills to convey complex data to leadership
Ability to work full-time during normal business hours (8:00 am to 5:00 pm)

Preferred Qualifications

Experience with planning tools such as Essbase, Oracle EPM, Planful, and PeopleSoft Financials
Self-sufficient, independent thinker with ownership and accountability
Ability to work independently

Technologies

Microsoft Excel
Essbase
Oracle EPM
Planful
PeopleSoft Financials

Benefits

Comprehensive benefits package
Incentive and recognition programs
Equity stock purchase
401k contribution

Telecommuting Requirements

Reside within commutable distance to the offices at 901 Hugh Wallis Rd S, Lafayette, LA; 3854 American Way, Suite A, Baton Rouge, LA 70816; or 1 Optum Circle, Eden Prairie, MN 55344
Ability to keep all company sensitive documents secure and maintain a dedicated work area with information privacy
Must have a location with high-speed internet access and a private workspace
All remote employees must adhere to UnitedHealth Group's Telecommuter Policy

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4mo ago

Chief Financial Officer

AcadianaCares Lafayette, LA

Lafayette, LA

4mo ago Closed

$90k - $100k/yr Full time MBA Senior Accounting

This position is no longer accepting applications (closed Jul 4, 2026).

Job Description

AcadianaCares, based in Lafayette, LA, is seeking an on-site Chief Financial Officer to lead the Finance department, overseeing accounting, procurement, cash management, payroll, budgeting, forecasting, and grant reporting. The role offers $90,000 to $100,000 per year and comes with a benefits package. This nonprofit organization relies on disciplined financial management to support grant reporting and program delivery on site in Lafayette.

Benefits

401(k) matching
Dental insurance
Flexible spending account
Health insurance
Paid time off
Vision insurance

Responsibilities

Oversee comptrollership and treasury duties
Determine the organization's capital structure
Develop and execute economic strategy and forecasting
Manage all accounting functions, including bank reconciliations, to accurately reflect the organization's financial status
Coordinate preparation of tax returns, IRS reports, and regulatory and statutory reports as needed
Direct payroll processing, related recordkeeping, tax filings, deduction reporting, levies and garnishments, and the preparation of accounting transactions and documents; document and update procedures and prepare management reports
Assess financial position and issue periodic reports on stability, liquidity, and growth
Analyze costs and recommend actions to maintain cash flow and banking efficiency
Lead the annual budget process and provide monthly financial reporting to the CEO and Board of Directors
Advise the CEO and Board on expenditure control, revenue optimization, and implications of proposed services and programs
Attend board, staff, and other managerial meetings as required
Develop management reports to track trends and overall financial health
Consolidate and direct cost accounting procedures along with other routine reports
Supervise accounting staff and contracted accounting services

Requirements

A Certified Public Accountant (CPA) is required
A master's degree in Accounting or Finance, or an MBA from an accredited university, is preferred
Minimum five years of experience in nonprofit budgeting and grants management, including fund and grant accounting, compliance, and reporting; experience in a Federally Qualified Health Center is preferred
High proficiency with Microsoft Office Suite, especially Excel
Sage experience is preferred
High integrity and commitment to ethical work performance
Clear communication and ability to maintain strict confidentiality
Ability to collaborate with people of diverse lifestyles
Prior experience in HIV service, HIV prevention, healthcare, mental health, or substance abuse rehabilitation programs is preferred

Technologies

Microsoft Office Suite
Excel
Sage

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Finance Jobs in Lafayette, LA

Financial Advisor

Entry-Level Financial Advisor

Financial Consultant

Chief Financial Officer

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