RIA Investment Solutions Advisor
NewEdge Capital Group LLC
NewEdge Capital Group LLC is seeking an Investment Solutions Consultant to drive platform growth and support advisor relationships in New Orleans, LA. This role requires a confident communicator with significant experience in financial services and a deep understanding of investment offerings. The ideal candidate will serve as a trusted advisor to RIAs, enhancing engagement and ensuring optimal platform adoption while facilitating transition support. A strong compensation package including benefits such as health care and a 401(k) match is offered. #J-18808-Ljbffr NewEdge Capital Group LLC
- NewEdge Wealth LLC. is looking for an Investment Solutions Advocate in New Orleans. This client-facing... ...drive platform growth and strengthen advisor relationships while providing... ...financial services experience, expertise in RIA custodians, and strong communication skills...SuggestedRemote job
- ..., 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 will have...Suggested
$77k - $202k
...providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their...SuggestedFull timeH1b- ...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...Suggested
- ...or schedule form Ability to multi-task and work under tight timelines Ability to use sound logic to solve problems with effective solutions Computer literate with ability to quickly learn new software systems; proficient in Microsoft Office Suite of products Collaborative...SuggestedWork at officeLocal area
- ...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
- ...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
- ...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 specialized financial needs. Proactively educate clients...Work at officeLocal areaAfternoon shift
$180.2k - $355.1k
...cutting‑edge technology, data, and a blend of deep technical and human expertise. We innovate and deliver creative, industry‑specific solutions that streamline operations and accelerate speed‑to‑value. Qualifications Required 10+ years of Life actuarial experience...Visa sponsorship- ...programs, program expansions, new ventures, and purchases. Acts as an advisor to department leadership regarding projects, tasks, and... ...ability to use a logical through process to formulate practical solutions to problems. Positive interpersonal skills and ability to effectively...Work experience placementLocal areaImmediate start
- ...of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance... ...consultative sales approach and review to provide appropriate solutions Accountable for attainment of goals set forth by management for...Local area
- ...wealth. You will use your knowledge of investments, financial planning, credit and banking... ...targeted advice, developing thoughtful solutions and delivering an exceptional client experience... ...Asset Management provides individuals, advisors and institutions with strategies and...Temporary workWork experience placementLocal area
- ...dedicated relationship banker in New Orleans, LA, responsible for building customer relationships and providing tailored banking solutions. The ideal candidate will ensure prompt transaction processing and educate customers on banking technology. Applicants should have...
- ...banking institution in Gretna is seeking a Relationship Banker II to engage with customers, identify their needs, and offer financial solutions. Responsibilities include achieving branch targets, educating clients on banking products and digital services, and resolving...Full time
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual...Full timeContract workFor contractorsWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los... ...of comprehensive wealth management and investment products and services for individuals, companies... ...on referrals Deliver customized solutions and the full resources of Bank of...Work at officeShift workDay shift
- ...representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed....Work at officeLocal areaRemote workFlexible hours
- The Senior Investment Portfolio Specialist supports all lines of Wealth Asset Management by engaging in portfolio management, strategy... ...Managers. Lead projects or committees that benefit the Investment Solutions team and Asset Management group. Identify and implement...Work at officeLocal area
- ...needs; and recommending and selling the corresponding financial solutions. A Financial Representative must educate their clients, assess... ...and develops appropriate marketing plan to sell insurance and investment solutions. Travels throughout market(s) to prospect and...Work at officeLocal area
- Location: On site at location(s) listed on job posting. Summary The Credit Analyst, Sr position provides high level analytical support in underwriting/analyzing commercial credit facilities and assisting Portfolio Managers and Relationship Managers in managing...Work experience placement
- ...preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current... ...needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate...Temporary workWork experience placementLocal area
- ...of comprehensive wealth management and investment products and services for individuals, companies... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...specialists, and executing highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...of comprehensive wealth management and investment products and services for individuals, companies... ...guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor,... ..., executing highly customized solutions Recommend investment products and services...Interim roleImmediate startShift workDay shift
- First-Horizon-Bank is seeking a Junior Portfolio Manager based in Metairie, Louisiana. This role involves supporting the Bank's commercial loan portfolio by monitoring collateral and communicating with various teams. Ideal candidates will have a Bachelor's degree in Accounting...Full time
- ...providing appropriate guidance and perspective about Regions’ solutions Conducts outbound phone calls using generated customer and prospect... ...to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.Full timeFlexible hours
- Job Summary The Special Credit Portfolio Manager 3 independently manages a portfolio of complex criticized loan relationships and provides advanced underwriting, monitoring, and workout support within Special Credits. This role partners closely with Special Credit Asset...Local area
$88k - $132k
...systems. The ideal candidate is fluent in both functional and technical discussions and is motivated to design scalable, future-proof solutions that support business growth and compliance. What You’ll Do Administer and own configuration of the Zuora platform, including...Remote workHome office$150k
...tax regulations and optimise their tax positions. In specialised tax services at PwC, you will focus on providing tax advice and solutions to clients in complex and niche areas of taxation. This includes areas such as accounting methods, fixed-assets and research and...Full timeTemporary workH1b- ...Company PMEP is a leading design-build mechanical, electrical, and plumbing contractor delivering high-quality, technically complex solutions across commercial, industrial, and institutional markets. Built on a foundation of craftsmanship, reliability, and deep technical...Contract workFor contractorsFor subcontractor
$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...Hourly payContract workFor contractorsWork experience placementRemote work
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