27 client advisor jobs at 11 companies in Slidell, LA
1w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Associate Financial Advisor
Gretna, Louisiana, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication skills; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
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.
AI
2w
Save
Mark Applied
Hide
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, FINRA Series 7 and 63, Series 65 or 66, and life and health insurance licenses.
AI
Explore Jobs