36 client advisor jobs at 16 companies in Gramercy, LA
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Client Advisor - New Orleans
New Orleans, Louisiana, United States
OnsiteFull Time
3+ YOERequires retail, luxury retail, hospitality, or related client experience; commercial results; client connection skills; POS, client tracking, and Microsoft Outlook proficiency; and U.S. work authorization. College degree and multiple languages preferred.
Point of Sales (POS), Microsoft Outlook
17h
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Client Advisor - New Orleans
New Orleans, Louisiana, United States
OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or related client experience; proven commercial results; POS, client tracking, and Microsoft Outlook proficiency; U.S. work authorization; flexibility for non-traditional hours.
Point of Sales (POS) systems, Microsoft Outlook
2w
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J.P. Morgan Wealth Management - Private Client Advisor - Mandeville, LA
Mandeville, Louisiana, United States
OnsiteFull Time
2+ YOERequires 2+ years of financial advisor or equivalent experience, client acquisition and relationship management success, goals-based planning ability, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.
1w
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Work From Home - Client Benefits Advisor
Marrero, Louisiana, United States
RemoteRemote
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and commitment to professional growth.
Zoom
1mo
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Wealth Management Client Associate
New Orleans, Louisiana, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and ensure operational accuracy while protecting client interests.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
New Orleans, Louisiana, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, ensure accuracy of client materials, and promote banking and investment solutions. Requires strong client focus, adaptability, and computer proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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Registered Client Service Associate
New Orleans, Louisiana, United States
OnsiteFull Time
2+ YOEAssist financial advisors with client service, account maintenance, and admin support; HS diploma, 2+ years industry exp; Series 7/66 or 63/65 licenses.
Microsoft Office
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.
2w
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Financial Advisor
Mandeville, Louisiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
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.
2mo
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Trust Advisor 3
New Orleans or Covington
OnsiteFull Time
8+ YOEManages complex wealth management client relationships within private wealth management; experience in banking/financial services; Series 7/66 preferred; bachelor's degree; 8 years experience.
2mo
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Beauty Advisor - Flex
Metairie, Louisiana, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication and interpersonal skills, availability for nights/weekends/holidays, ability to lift up to 50 lbs, and meeting minimum weekly hours for assigned status.
3w
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Beauty Advisor - Part Time
Metairie, Louisiana, United States
$18-$21/hr OnsiteMultiple Commitments Available
Retail or client-facing experience, strong communication, passion for beauty, ability to lift up to 50 lbs, reliable attendance and flexible availability for nights, weekends and holidays.
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
23h
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Associate Financial Advisor - Gretna, LA
Gretna, Louisiana, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, sales or client relationship experience, strong communication skills, and willingness to obtain sponsored Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
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
1mo
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Senior Financial Advisor – Experienced Professionals
Metairie, Louisiana, United States
OnsiteFull Time
5+ YOE5+ years in financial services, licensed (Series 7 & 66 or 6/63/65, life & health), strong portfolio and wealth management skills, client relationship and business development experience, military affiliation preferred.
1w
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Wealth Management Advisor - Metairie, LA
Metairie, Louisiana, United States
$100k-$110k/yr HybridFull Time
5+ YOERequires 5+ years managing a book of business and affluent client relationships, investment and financial planning expertise, Series 7, 63, 65 or 66, and life and health insurance licenses.
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