18 client advisor jobs at 10 companies in Luling, LA
3d
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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.
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
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
3d
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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
3d
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Financial Advisor
Metairie, 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.
Securities Industry Essentials (SIE)
3d
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Financial Advisor
Mandeville, Louisiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
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.
2w
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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.
3d
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Risk Advisor - Commercial Lines
New Orleans, Louisiana, United States
$100k-$250k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent and 2+ years of insurance sales experience. Requires commercial-lines expertise, insurance market knowledge, strong negotiation, communication, analytical, and client advisory skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
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
1w
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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.
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.
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.
1mo
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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.
2mo
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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.
1mo
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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
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