Financial Services Professional

{"title": "Private Wealth Advisor", "description": "About Upstream LifeUpstream Life is a leading provider of financial services, offering a range of solutions to help individuals and families achieve their financial goals. With a rich history dating back to 1912, our company has evolved to meet the changing needs of our clients, providing innovative...

Accounting and Grant Manager OpportunityOneSource Professional Search has partnered with a non-profit organization in New Orleans to fill an Accounting and Grant Manager role.This position encompasses a range of responsibilities, including financial statement preparation, grant management, and human resources components.Given the small team size, this role...

Job OverviewVoya Financial Advisors, a leading independent broker-dealer, is seeking a Financial Professional to join our team in the greater New Orleans area. As a Financial Professional, you will be responsible for building and maintaining relationships with plan sponsors, providing retirement and investment strategies, and conducting participant education...

Job OpportunityOneSource Professional Search is seeking a highly motivated and detail-oriented Staff Accountant to join our client's team. This is a fantastic opportunity for an early career accounting professional to grow and develop their skills in a dynamic and collaborative work environment.Key Responsibilities:Perform general ledger accounting and...

Funeral Director OpportunityAt Carriage Services, we're dedicated to delivering exceptional experiences through innovation, partnership, and service excellence. As a Funeral Director, you'll work closely with client families to create personalized memorial services, ensuring the highest quality experiences.Key Responsibilities:Meet with client families to...

Funeral Director OpportunityAt Carriage Services, we're dedicated to delivering exceptional experiences through innovation, partnership, and service excellence. As a Funeral Director, you'll be part of a dynamic community shaping the future of our industry.Key Responsibilities:Collaborate with client families to create personalized memorial services.Ensure...

Financial Assistant RoleAs a financial assistant at Aurora Technologies, you will play a crucial role in providing personalized financial advice to clients and helping them achieve their financial goals. Your primary focus will be on customer consultation, where you will learn about key areas such as:Investment strategies and credit transactionsAccount...

Unlock Your Earning PotentialLumina Financial Solutions is seeking ambitious individuals to join our team as Insurance Sales Professionals. As a Sales Representative, you will have the opportunity to earn a high income and advance your career in the insurance industry.Key Responsibilities:Develop and implement sales strategies to meet and exceed sales...

About the RoleWe are seeking a highly skilled and detail-oriented Patient Financial Services Representative to join our team at Ochsner Health. As a key member of our revenue cycle team, you will play a critical role in ensuring the financial security of our patients' accounts.Key ResponsibilitiesVerify patient benefits and obtain authorizations to ensure...

About the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...

About Fidelity BankFidelity Bank is a community-focused financial institution dedicated to making a difference in the lives of our customers and employees. With a legacy dating back to 1908, we have built a reputation for integrity, accountability, and excellence.Job SummaryWe are seeking a highly motivated and customer-focused Travel Financial Center...

About Fidelity BankFidelity Bank is a community-focused financial institution dedicated to making a difference in the lives of our customers and employees. With a legacy dating back to 1908, we have built a reputation for integrity, accountability, and excellence.Job SummaryWe are seeking a highly motivated and customer-focused Travel Financial Center...

About 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...

About Fidelity BankFidelity Bank is a community-focused financial institution dedicated to making a difference in the lives of our customers and employees. With a legacy dating back to 1908, we have built a reputation for integrity, accountability, and excellence.Job SummaryThe Travel Financial Center Representative is a key role in our organization,...

Job 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...

Job SummaryFidelity Bank is seeking a highly motivated and customer-focused Travel Financial Center Representative to join our team. As a key member of our financial center, you will be responsible for providing exceptional client service, operational excellence, and making appropriate referrals.This role requires strong communication and problem-solving...

Job SummaryFidelity Bank is seeking a highly motivated and customer-focused Travel Financial Center Representative to join our team. As a key member of our financial center, you will be responsible for providing exceptional client service, operational excellence, and making appropriate referrals.This role requires strong communication and problem-solving...

Job SummaryThis position is responsible for the day-to-day processing of financial commitments on behalf of the Department of Housing and Residence Life. The successful candidate will be responsible for utilizing University systems such as Banner, Cognos, and SciQuest to perform daily tasks.Key ResponsibilitiesCustomer Service: Provide strong customer...

Job 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...

Job Summary:The University of New Orleans seeks a highly skilled Financial Aid Counselor to join our team. As a key member of our student services department, you will play a critical role in advising and counseling students on federal and state aid programs, as well as private educational loans.Key Responsibilities:Provide expert guidance to students on...