Financial Solutions Advisor
Western & Southern Financial Group
Western & Southern Financial Group is seeking a Financial Representative in Metairie, LA. In this role, you will assist middle-income clients by providing education on risk protection and financial solutions. Responsibilities include developing marketing plans, conducting client appointments, and maintaining compliance. The position requires at least a high school diploma and a strong work ethic, with a preference for candidates holding a bachelor’s degree and relevant experience. Travel and community engagement are essential aspects of this role. #J-18808-Ljbffr Western & Southern Financial Group
- OnPath FCU is seeking a Lending Advisor in New Orleans to build relationships with members... ...loan processes, and offer personalized solutions. You will handle inquiries, process... ...applications, and guide members toward appropriate financial products. The role emphasizes excellent...Suggested
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can... ...Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning...SuggestedFull timeContract workFor contractorsWork at office$48k - $100k
...other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a... ...prospective clients and capitalize on referrals. Deliver customized solutions and the full resources of Bank of America Merrill....SuggestedShift workDay shift- OnPath FCU in Westwego, LA seeks a Financial Advocate to deliver exceptional member service while promoting credit union products in a fast-paced, on-site environment. You will build relationships, cross-sell checking, loans and cards, and support branch operations with...Suggested
$70k - $250k
Overview As business owners, Financial Representatives at Northwestern Mutual New Orleans help their clients live more and worry less... ...spend their days acquiring clientele and delivering financial solutions with help from our industry‑leading training, mentors, and products...SuggestedFor contractorsWork experience placement$70k - $250k
Northwestern Mutual in New Orleans is seeking a Financial Representative to help clients achieve their financial goals through personalized... ...building a client base, educating clients on financial solutions, and taking ownership of their financial plans. With opportunities...$50k
...re ready to help you achieve what's next. Job Overview As a financial advisor with Edward Jones, you'll develop and grow your own practice... ...building Adaptable to new information seeking the right solutions for clients Comfortable in your ability to think critically...Work at officeWork from homeHome officeFlexible hours- ...investment advice and guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net‑worth individuals... ...internal specialists, executing highly customized solutions Recommend investment products and services suitable for...Interim roleImmediate startShift workDay shift
- 3M Healthcare's financial center in New Orleans is seeking a diligent Teller to handle deposits, withdrawals, check cashing, and loan... ...interactions, respond to servicing requests, and promote digital banking solutions to encourage self-service adoption. Responsibilities include...
- ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- NewEdge Capital Group LLC is seeking an Investment Solutions Consultant to drive platform growth and support advisor relationships in New Orleans, LA. This role... ...confident communicator with significant experience in financial services and a deep understanding of investment...
- ...workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive... ...to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience...Work at officeLocal areaRemote workFlexible hours
$60k - $250k
Overview Magnolia Wealth Strategies is a growth-oriented financial planning and investment firm that puts client relationships at its... ...driving success for our clients with innovative, tailored financial solutions. The Opportunity Whether you're graduating from college or...Full time- ...Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. This opportunity is ideal for advisors looking for...Remote workFlexible hours
- NewEdge Advisors is seeking an Investment Solutions Advocate in New Orleans. This client-facing role drives platform growth and supports advisor relationships... ...offerings. The ideal candidate will have 5+ years in financial services, assisting independent RIA teams and creating...Remote job
- ...Wealth LLC. is looking for an Investment Solutions Advocate in New Orleans. This client-... ...will drive platform growth and strengthen advisor relationships while providing investment... ...ideal candidate will have over 5 years of financial services experience, expertise in RIA...Remote job
- ...Default: Location : City METAIRIE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by... ...; and recommending and selling the corresponding financial solutions. A Financial Representative must educate their clients, assess...Work at officeLocal area
- ...Gretna, Louisiana, is seeking a Certified Relationship Banker II to provide essential client contact, assess needs, and offer financial solutions. This role requires collaborating with clients to open accounts, address issues, and drive product sales. Ideal candidates...
- ...compliance with policies and procedures. You will educate clients on Chase Mobile App and online banking, build trusted relationships, and work collaboratively with the branch team to meet financial goals. A high school diploma is required. #J-18808-Ljbffr JPMorgan Chase & Co.
- Northwestern Mutual in Metairie, Louisiana, is seeking a Financial Advisor to help clients achieve their financial goals. This role involves building a client base, crafting personalized financial plans, and managing clients' finances throughout various life stages. With...
- Compass Capital Management LLC is seeking Financial Advisors in Metairie, Louisiana. This role offers an opportunity to build a business without limits, supported by dedicated mentoring and ongoing training. Ideal candidates should possess strong interpersonal skills and...Flexible hours
- Are you interested in helping others achieve a secure financial future? Do you thrive in a goal-oriented environment? If so, Compass Capital Management invites you to explore a career as a Financial Advisor with us. If you're new to the field, we provide a subsidized training...Work at officeLocal area
- ...office by leading, coaching and developing advisors. Responsible for creating a compelling... ...emphasizing growth, client acquisition, financial planning, and retention. The ABM will... ...client acquisition, advice, investment solutions, external practice acquisition, and more...Full timeH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week
- ...transactions. Responsible for preparing client presentations and financial modeling. Work closely with the Analysts/Associate Directors... ...broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide within the Non-Investment Grade...Work experience placement
- ...Orleans (FNO) Finance New Orleans (“FNO”) is a quasi-governmental financial institution with a mission to improve the quality of life in... .... These individuals analyse client needs, develop financial solutions ... Workday Lead (Finance) Our New Orleans client is looking to...Seasonal workRemote work
- Xavier University of Louisiana is hiring a Financial Aid Counselor to assist students with aid eligibility and processing support. This role oversees student loan processing and key operational functions within the financial aid office, ensuring effective communication...Work at office
- The Independent Educational Consultants Association is looking for a Financial Aid Counselor at Xavier University of Louisiana. This role focuses on assisting students and families with financial aid eligibility and problem-solving, ensuring an efficient student loan processing...
- ...outreach, outbound calling, community engagement, and educational events. Conduct financial needs assessments to identify opportunities and provide tailored product and service solutions. Refer clients to business partners and subject matter experts to address...Work at officeLocal areaAfternoon shift
- ...listed in job posting. Summary: The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively...Temporary workWork at office
- ...Saturday 8:30-12:15 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively...Temporary workWork at office
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