Senior Private Banker: Wealth Growth & Credit Leader
Chase
Chase in New Orleans seeks an experienced Private Banker 4 to deliver comprehensive wealth solutions to high net worth clients, including investments, loans, estate planning and risk management. You will build and manage a portfolio, coordinate with partners, ensure credit quality, and drive revenue through client acquisition and cross-selling.
This role requires advanced licenses and 10 years in private banking, with travel as needed.
#J-18808-Ljbffr- ...global financial services firm located in New Orleans is seeking a Private Banker to manage client relationships and provide tailored financial... ...sales acumen and a thorough understanding of investments and wealth planning. The firm values a proactive approach and exceptional...Senior
- ...A leading financial services firm is seeking a Private Banker in New Orleans. This role involves advising families on managing their wealth and requires a minimum of six years of experience in Private Banking or Financial Services. Candidates must possess a Bachelor’s...Suggested
- ...A leading financial institution is seeking a Private Banker to advise clients on wealth management and investment strategies. The ideal candidate will have a strong background in Private Banking, proven sales success, and a dedication to client service. This role offers...Senior
$138.8k - $215.9k
As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice, you will draw on experience... ...services for clients. You will be a leader in a team comprised of professionals... ...enabling you to further your career growth and continuous professional developmentCompetitive...SeniorFull timeWork experience placementLocal areaRemote work- ...Private Banker 4's coordinates the integrated delivery of wealth products and services to high net worth clients... ...ensure the company’s credit quality standards are met... ...recommendations to Senior Lenders/Credit Concurrence... ...management for revenue growth and production on loans...SuggestedLocal area
$75k - $184.8k
...Banking, Retail Mortgage and Wealth Management partners. Requires... ...the sales/client experience in Private Banking. Understands the financial... ...understanding of banking, credit/underwriting, and investment... ...relationships. ~ Works with Premier Bankers to assure proper account “fit”...Full timeFor contractorsWork at officeMonday to Friday- ...financial performance in New Orleans. This role requires a dynamic leader with 5+ years of experience in upscale hospitality environments.... .... The position offers competitive salary, performance bonuses, and growth potential within an expanding organization.#J-18808-Ljbffr...Senior
$124k - $335k
...ConsultingManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Specialized Tax Services - Energy Incentives & Credits Senior Manager, you will provide strategic tax advice and solutions to clients in complex and niche areas of taxation, including...SeniorFull timeApprenticeshipH1b$74.93k - $153k
Position Summary Are you a leader and strategic thinker with extensive first-hand... ...about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends... ...on May 31, 2027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice, you...SeniorPrivate practiceWork at officeLocal area$198.7k - $391.6k
Position Summary Pricing and Sales Strategy_ Senior Manager, Strategy, Growth, and Transformation Our Deloitte Customer team empowers organizations... ...of pricing systems. Our team is widely recognized as leaders within the field of Pricing and Revenue Growth Management...SeniorLocal area$93k - $171.3k
...environments? Do you enjoy shaping growth strategy and supporting... ...strategic investment decisions? As a Senior Consultant within US Corporate... ...The team partners with senior leaders across the firm to evaluate,... ..., transaction advisory, or private equity2+ years of experience conducting...SeniorWork at officeLocal areaRemote workWork from homeVisa sponsorship- ...comprehensive recommendations through Merrill and Bank of America resources. You will be mentored by experienced teams to drive portfolio growth and client satisfaction. You’ll participate in training, gain exposure to investment strategies, and collaborate with banking...
- ...TwinThread is seeking a Private Banker (VP or Executive Director) in New Orleans, LA. In this role, you will advise clients on wealth management and develop tailored financial solutions. The ideal candidate will have over six years in Private Banking and strong sales...
$138.8k - $215.9k
...proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our Tax Credits & Incentives Advisory ( team is looking for a Senior Manager with a background managing state tax credit and incentive projects...SeniorWork experience placementWork at officeLocal areaRemote workRelocation- ...U.S. Private Bank – Private Banker – Vice President or Executive Director Join to apply for the U.S. Private Bank... ...building, preserving, and managing their wealth. Your expertise in investments, financial planning, credit, and banking will help you serve current clients...Temporary workLocal areaWorldwide
- ...U.S. Private Bank – Private Banker – Vice President or Executive Director New Orleans, LA, United States We are... ...building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current...Temporary workWork experience placementLocal area
- ...clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...the next level. As a Private Banker in the U.S. Private Bank, you... ...preserving and managing their wealth. You will use your knowledge of... ...investments, financial planning, credit and banking to both advise current...Temporary workWork experience placementLocal area
- Carr, Riggs & Ingram is seeking a Senior Associate in Audit in Metairie, LA. You will perform diversified auditing tasks under supervision, participate in client engagement planning, and prepare working papers in compliance with GAAP. The role requires CPA eligibility,...Senior
$46.12k - $55.16k
...Relationship Banker IIAt Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and... ...that are interested in beginning a career with opportunities for growth, development, and upward mobility.Regions' mission is to make...$96.05k - $206.08k
...development, thereby creating new pathways for growth. In this ever-changing market environment... ...are our number one priority. With a wealth of learning and career development... ...in Advisory.KPMG is currently seeking a Senior Associate, Workday Security to join our Advisory...SeniorH1bLocal area- ...dedication, a creative spirit, and a vision for growth. We draw from more than 20 technical... ..., well organized, and entrepreneurial Senior Environmental Consultant to grow their career... ...with regional and North America leaders to prioritize and plan areas of focus.Identify...SeniorFull timeTemporary workPart timeCasual workWork at officeLocal areaWorldwideFlexible hours
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...their technical skills and professional growth- Collaborating with diverse teams to...SeniorFull timeH1bLocal area- ...Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of... ...Experience managing client portfolios and driving growth Proven relationship building and... ...Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N....Work at officeShift workDay shift
- ...Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters - and here, it's a... ...financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at... ...peace of mind ~ Employee wellness programs and mental health resources ~ Career growth opportunities and ongoing training support...
$97.76k - $204.59k
...development, thereby creating new pathways for growth. In this ever-changing market environment... ...are our number one priority. With a wealth of learning and career development... ...in Advisory.KPMG is currently seeking a Senior Associate in Enterprise Solutions for our...SeniorH1bWork at officeLocal area$95.86k - $208.27k
...development, thereby creating new pathways for growth. In this ever-changing market environment... ...are our number one priority. With a wealth of learning and career development... ...in Advisory.KPMG is currently seeking a Senior Associate, Privileged Access Management Delivery...SeniorH1bLocal area- ...development, thereby creating new pathways for growth. In this ever-changing market environment... ...are our number one priority. With a wealth of learning and career development... ...Advisory. KPMG is currently seeking a Senior Associate, Payroll Transformation - SAP SuccessFactors...SeniorH1bLocal area
$60k - $250k
A financial planning firm in Metairie is hiring an entry-level financial planner to analyze client finances and develop strategies. You will learn from experienced professionals and build client relationships. Strong communication and problem-solving skills are essential...Full time- Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial... ...Resources to support continued growth Responsibilities Manage and grow an existing... ...advisory services Qualifications 10+ years of wealth management experience Active Series 7...Remote workFlexible hours
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