Financial Services Professional
4 weeks ago
We are seeking a skilled and dedicated Client Advocate to join our team at Edward Jones. As a Client Advocate, you will work closely with our financial advisors to provide exceptional service to our clients, build strong relationships, and drive business growth.
Key Responsibilities:
- Gather information and collect suitability to deeply understand clients' needs, priorities, and concerns.
- Meet with clients regularly to track progress toward goals, uncover additional assets, and adjust their strategy to ensure their needs are met.
- Partner with other members of the clients' professional team to help fully understand clients' goals and circumstances.
- Research portfolio performance, cost/fees, asset allocation, and make recommendations to clients.
- Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Requirements:
- High School Diploma/Equivalent required; Bachelor's degree preferred.
- Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
- At least 3-5 years of relevant experience in securities industry preferred.
About Edward Jones:
Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
-
Financial Services Professional
4 weeks ago
New Orleans, Louisiana, United States Voya Financial Advisors Full timeJob OverviewVoya Financial Advisors, a leading independent broker-dealer, is seeking a Financial Professional to work with plan sponsors in the greater NOLA area.This role will focus on 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars.Key qualifications include:Registered Representative with...
-
Financial Services Professional New Orleans
3 weeks ago
New Orleans, Louisiana, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors Inc. is seeking a Financial Professional to work with plan sponsor relationships in the greater New Orleans area. This position will be responsible for 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars. The ideal candidate will possess the skills necessary to prospect,...
-
Financial Professional
3 weeks ago
New Orleans, Louisiana, United States Jobot Full timeJob Summary We are seeking a highly skilled Financial Professional to join our team at Jobot. As a key member of our accounting department, you will be responsible for preparing financial statements, performing monthly closing of sub-ledgers, and inputting journal entries. Key ResponsibilitiesPrepares financial statements and performs monthly closing of...
-
Financial Professional
4 weeks ago
New Orleans, Louisiana, United States Jobot Full timeJob Summary:We are seeking a highly skilled Financial Professional to join our team at Jobot. As a key member of our finance department, you will be responsible for preparing financial statements, performing monthly closing of sub-ledgers, and inputting journal entries. You will also be responsible for coding receipts and disbursements for input into the...
-
Accounting and Grant Management Professional
4 weeks ago
New Orleans, Louisiana, United States OneSource Professional Search Full timeJob OverviewOneSource Professional Search is partnering with a non-profit organization in New Orleans to fill an Accounting/Grant Manager role. This position encompasses a range of responsibilities, including financial management, grant administration, and HR functions. Due to the small team size, this role offers the opportunity to collaborate closely with...
-
Dental Assistant
4 weeks ago
New Orleans, Louisiana, United States WJM Professional Services LLC Full timeDental Assistant Job DescriptionWe are seeking a highly skilled and dedicated Dental Assistant to join our team at WJM Professionals LLC. As a Dental Assistant, you will play a vital role in providing exceptional patient care and supporting our dental team in delivering high-quality services.Key Responsibilities:Assist dentists and hygienists in providing...
-
Sales Professional
4 weeks ago
New Orleans, Louisiana, United States MacDonald Financial Solutions Full timeJob OverviewWe are seeking a highly motivated and results-driven Sales Professional to join our team at MacDonald Financial Solutions. As a key member of our sales team, you will be responsible for assessing client needs and selling various insurance policies based on client qualifications.Key Responsibilities:Build strong relationships with customers to...
-
Financial Services Representative
4 weeks ago
New Orleans, Louisiana, United States Fidelity Bank Full timeAbout Fidelity BankFidelity Bank is a community-focused financial institution dedicated to making a difference in the lives of our customers and employees. Our mission is to provide exceptional financial services and support to individuals and businesses in the communities we serve.Job SummaryWe are seeking a highly motivated and customer-focused Travel...
-
Financial Services Representative
4 weeks ago
New Orleans, Louisiana, United States Coast Guard Employees Credit Union Full timeJob OverviewCoast Guard Employees Credit Union is seeking a skilled Financial Services Representative to join our team. As a Loan Specialist, you will play a critical role in guiding members through the loan application process.Key Responsibilities:Guide members through the loan application processPerform financial evaluations and offer tailored loan...
-
Financial Services Representative
4 weeks ago
New Orleans, Louisiana, United States RiverLand Federal Credit Union Full timeJob SummaryRiverland Federal Credit Union is seeking a skilled Banking Professional to join our Member Services team. The ideal candidate will possess excellent organizational, problem-solving, and communication skills, with a strong focus on delivering exceptional customer service.Key ResponsibilitiesProcess member financial transactions, including...
-
Financial Service Coordinator
7 hours ago
New Orleans, Louisiana, United States Stifel Full timeAbout the RoleThe Client Service Associate is responsible for assisting Financial Advisors with opening and maintaining client accounts and records.ResponsibilitiesPerform clerical functions related to opening client accounts and ongoing account coding.Work with Financial Advisors and clients to obtain required documents for account establishment.Organize...
-
Insurance Sales Professional
3 weeks ago
New Orleans, Louisiana, United States MacDonald Financial Solutions Full timeWe are seeking a motivated and results-driven individual to join our team at MacDonald Financial Solutions as a Remote Sales Representative. This is an exciting opportunity to excel in the life insurance world and build a successful book of business.Key Responsibilities:Assess client needs and sell various policies based on client qualifications.Build strong...
-
Director of Operations and Financial Services
4 weeks ago
New Orleans, Louisiana, United States Tulane University Staff Full timeJob SummaryThis position reports to the Director of Operations and Financial Services and assists with the oversight of administrative functions of Campus Health, including fiscal management, budget, space and facility management, informational technology, human resources, and business affairs of Campus Health.Key ResponsibilitiesAssist with providing...
-
Insurance and Financial Services Professional
3 weeks ago
New Iberia, Louisiana, United States Nouphay Kongphongmany - State Farm Agent Full timeJob OverviewAs a key member of our team at Nouphay Kongphongmany - State Farm Agent, you will play a vital role in driving our agency's success through exceptional client relationships and effective communication. Your primary responsibility will be to develop and maintain strong relationships with clients, providing them with comprehensive financial...
-
Financial Planning Specialist
3 weeks ago
New Orleans, Louisiana, United States Northwestern Mutual Full timeUnlock Your Earning Potential with Northwestern MutualAs a Financial Planning Specialist with Northwestern Mutual, you will have the opportunity to help clients achieve their financial goals through personalized financial planning. With our industry-leading training and resources, you will be equipped to provide expert advice and guidance to clients, helping...
-
Financial Operations Specialist
4 weeks ago
New Orleans, Louisiana, United States OneSource Professional Search Full timeh3JobOverview/h3brWeareseekingadetail-orientedaccountingprofessionalforapart-timepositionlocatedinUptown.brbrh3KeyResponsibilities/h3brulbrliProcessAccountsReceivableandhandledeposits/librliAssistaccountingstaffwithcreditcardandbankingtasks/libr/ulbrbrh3Requirements/h3brulbrli3+yearsofexperienceasanAccountingClerk,Bookkeeper,orBankTeller/librliExcellentskill...
-
Financial Aid Advisor
4 weeks ago
New Orleans, Louisiana, United States University of New Orleans Full timeJob Description:The University of New Orleans seeks a highly skilled Financial Aid Counselor to join its team. As a key member of the Student Financial Services department, this role requires a broad knowledge of federal and state aid programs, regulations, and private educational loans.Key Responsibilities: Advise and counsel students on financial aid...
-
Financial Operations Specialist
3 weeks ago
New Orleans, Louisiana, United States Moray Holdings Full timeJob SummaryMoray Holdings is a consulting firm dedicated to delivering exceptional services to our clients. We pride ourselves on our collaborative work environment and commitment to excellence.We are seeking a detail-oriented and organized Financial Operations Specialist to manage our financial records related to employee compensation, benefits, and other...
-
Chief Financial Officer
4 weeks ago
New Orleans, Louisiana, United States NOLA Public Schools Full timeChief Financial OfficerNOLA Public Schools is seeking a highly skilled and experienced Chief Financial Officer to join our senior leadership team. The ideal candidate will have a strong background in financial management, budgeting, and accounting, with a proven track record of success in leading financial teams and driving strategic financial planning.Key...
-
Sales Professional Opportunity
4 weeks ago
New Orleans, Louisiana, United States EA Agency Symmetry Financial Group Full timeUnlock Your Earning PotentialAre you seeking a career with flexibility and unlimited income potential? We offer a unique opportunity to work from home and earn a commission-only income.Our Business ModelWe operate on a lead system, ensuring a steady flow of potential clients.Our agents work remotely, with the freedom to manage their time and...