2mo
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J.P. Morgan Wealth Management – Private Client Advisor - New Orleans, LA
New Orleans, Louisiana, United States
OnsiteFull Time
2+ YOEAt least 2 years in a Financial Advisor role; Series 7 and Series 66; Life/Health/LTC licenses; CFP preferred; Bachelor's degree preferred.
4w
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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
2mo
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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
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.
1w
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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.
1mo
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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
2mo
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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
5d
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Licensed Beauty Advisor - Full Time
Metairie, Louisiana, United States
$20-$23/hr OnsiteFull Time
1+ YOEActive state license for waxing/makeup/false application,1+ years retail or service experience preferred,strong product knowledge and client service,ability to lift 50 lbs.
2d
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Associate Financial Advisor - Paulina, LA
Paulina, Louisiana, United States
OnsiteFull Time
Bachelor's degree or equivalent; sales or client-relationship experience; willingness to obtain Series 7, Series 66, and state insurance licenses (sponsored); strong communication and goal orientation; familiarity with financial planning software.
MoneyGuide, Salesforce
2mo
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Licensed Beauty Advisor - Full Time
Metairie, Louisiana, United States
$20-$23/hr OnsiteFull Time, Part Time
1+ YOEActive state license to perform waxing/makeup/false application,1-3 years retail or service experience,product knowledge,ability to lift 50 lbs,and strong client service and communication skills.
3w
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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.
3w
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Financial Advisor - Belle Chasse, LA - Market 33, Region 064
Belle Chasse, Louisiana, United States
$45k-$100k/yr OnsiteFull Time
Develop a client-focused practice; obtain SIE, Series 7 and Series 66 registrations, state insurance licenses; bachelor’s preferred or equivalent experience; financial services or sales experience; ongoing regulatory training.
1mo
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Financial Advisor - Cut Off, LA - Market 06, Region 328
Cut Off, Louisiana, United States
$45k-$100k/yr OnsiteFull Time
Candidates should be self-motivated with client relationship skills; bachelor's degree preferred or equivalent experience; FINRA registrations (SIE, Series 7, Series 66) and state insurance licenses required or obtainable; sales/financial services experience desirable.
3w
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Branch Office Administrator - Ponchatoula, LA
Ponchatoula, Louisiana, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, manage account tasks, support marketing and operations, and use tools such as MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office