Customer Financial Advisor
5 days ago
Fidelity Bank is seeking a highly motivated and self-reliant individual to join our team as a Financial Center Representative. This role requires a strong ability to build relationships with clients, excellent communication skills, and proficiency in Microsoft Office. The ideal candidate will be able to work independently and as part of a team to achieve business objectives.
The estimated salary for this position is around $55,000 - $70,000 per year, depending on qualifications and experience. In addition to a competitive salary, we offer a comprehensive benefits package, including paid time off, holidays, medical, dental, and vision insurance, and a 401(k) plan with matching contributions.
As a Financial Center Representative, you will be responsible for performing teller transactions, opening new accounts, engaging in consultative conversations with clients, and providing customer assistance related to banking needs. You will also contribute to the financial center's success by achieving assigned referral goals and working closely with your supervisor to resolve any issues that may arise.
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Earning Potential Financial Advisor
4 weeks ago
New Orleans, Louisiana, United States Lumina Financial Solutions Full timeUnlock High Earning Potential in InsuranceWe are seeking individuals with a growth and entrepreneurial mindset, resilience, positive attitude, self-motivation, coachability, strong work ethic, and alignment with our core values. As a Lumina Financial Solutions agent, you will have the opportunity to earn up to $75-150K per year, even with no sales...
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Financial Advisor
5 days ago
New Orleans, Louisiana, United States JPMorganChase Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at JPMorgan Chase & Co. As a Financial Advisor, you will be responsible for providing exceptional client service and advice on building, preserving, and managing clients' wealth.Job ResponsibilitiesClient Relationships: Manage and maintain relationships with high...
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New Orleans, Louisiana, United States ExecHQ Full timeJob SummaryWe are seeking a seasoned Chief Financial Officer (CFO) Advisor to join our team at ExecHQ. As a consulting CFO, you will work closely with our principals to provide expert solutions to clients across the globe.This is an excellent opportunity for experienced CFOs with an entrepreneurial spirit to expand their network, build relationships, and...
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Insurance and Financial Planning Specialist
7 days ago
New Orleans, Louisiana, United States Habetz Network of Northwestern Mutual Full timeAbout the JobWe are looking for a Career Advisor who can help individuals and families achieve their financial goals. As a representative of the Habetz Network of Northwestern Mutual, you will work closely with clients to understand their needs and develop tailored financial plans that meet their objectives.A key responsibility of this role will be to engage...
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Expert Business Tax Advisor
4 days ago
New Orleans, Louisiana, United States Intuit Full timeJob Description: Expert Business Tax AdvisorWe are seeking an experienced business tax advisor to join our team at Intuit. In this role, you will provide expert guidance and tax preparation to our customers, utilizing your extensive knowledge and experience in business tax preparation. You will work towards advancing our goal of Powering Prosperity Around...
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Wealth Management Advisor
5 days ago
New Orleans, Louisiana, United States JPMorganChase Full timeAbout the Opportunity">We are seeking an experienced Wealth Management Advisor to join our U.S. Private Bank team at JPMorgan Chase. As a key member of our team, you will work closely with high net worth clients to provide tailored financial solutions and exceptional client service.Job ResponsibilitiesDevelop and maintain strong relationships with existing...
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Undergraduate Student Success Advisor
2 weeks ago
New Orleans, Louisiana, United States Dillard University Full timeAbout the Position:Dillard University is seeking a skilled Program Coordinator/Advisor to support the TRIO McNair Program. The successful candidate will work closely with students, faculty, and staff to ensure the success of undergraduate students from disadvantaged backgrounds.Key ResponsibilitiesDesign and implement academic advising strategies to support...
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Business Tax Advisor
3 days ago
New Orleans, Louisiana, United States Intuit Full timeJob Overview: Intuit is seeking a highly motivated Business Tax Advisor to provide expert guidance and tax preparation services to our customers. As a remote worker, you will be responsible for managing complex business tax returns for Partnerships and S Corporations.In this role, you will work towards advancing our goal of Powering Prosperity Around the...
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Financial Services Specialist
3 days ago
New Orleans, Louisiana, United States Nola Staffing Full timeWe are seeking a highly motivated Financial Services Specialist to join our team at Nola Staffing. In this role, you will be responsible for providing financial solutions to customers, while also promoting and selling bank products and services.Key Responsibilities:Deliver exceptional customer service by understanding customer financial goals and providing...
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Financial Service Associate
2 days ago
New Orleans, Louisiana, United States Nola Staffing Full timeWe are looking for a Financial Service Associate to join our Nola Staffing team and contribute to delivering high-quality banking services to our customers.About the RoleThe estimated annual salary for this position is between $58,000 and $68,000, depending on experience and qualifications.This exciting opportunity combines various aspects of banking,...
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Financial Center Specialist
3 days ago
New Orleans, Louisiana, United States Fidelity Bank Full timeJob OverviewFidelity Bank is a community-focused financial institution that has been serving customers since 1908. Our mission is to create a better future by acting with accountability and integrity. We pride ourselves on being part of a team-oriented work culture where we invest in our associates to ensure success within the company.We are seeking a highly...
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Financial Planning
4 weeks ago
New Orleans, Louisiana, United States Delta Utilities Full timeJob Overview Delta Utilities is a leading natural gas utility with a focus on safe, dependable service to customers. We are seeking a highly skilled Financial Planning & Analysis Manager to be responsible for budgeting and forecasting to ensure financial health and regulatory compliance.
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Office Manager and Financial Controller
5 days ago
New Orleans, Louisiana, United States French Fountains and The French Casting Company Full timeJob Title:Office Manager and Financial ControllerCompany Overview:French Fountains, a high-end fountain company in New Orleans established in 2003, is seeking a skilled Office Manager and Financial Controller to join our team.Estimated Salary:$60,000 - $80,000 per yearJob Description:The ideal candidate will have previous experience with QuickBooks...
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Career Advisor for Success
7 days ago
New Orleans, Louisiana, United States Habetz Network of Northwestern Mutual Full timeAbout the PositionWe are seeking a Financial Services Professional to join our team at the Habetz Network of Northwestern Mutual. As a representative of our company, you will have the opportunity to build long-term relationships with clients and help them achieve their financial goals through personalized insurance solutions and financial planning.A...
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Financial Operations Specialist
2 weeks ago
New Orleans, Louisiana, United States KREWE Full timeAre you a detail-oriented accounting professional looking for a challenging role? KREWE is seeking an Accounting Specialist to join our team in New Orleans. As a key member of the accounting department, you will be responsible for ensuring the accuracy and efficiency of financial transactions.This role involves working with various accounting platforms,...
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Financial Services Representative Position
7 days ago
New Orleans, Louisiana, United States InsuraTec Full timeAs a Financial Services Representative at InsuraTec, you will play a key role in promoting financial services and insurance products to clients. With a focus on building strong relationships and delivering exceptional customer service, you will be responsible for achieving personal and team sales goals.Salary:The estimated salary for this position is around...
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Financial Operations Specialist
2 weeks ago
New Orleans, Louisiana, United States KREWE Full timeJob OverviewKREWE, a high-fashion eyewear company inspired by New Orleans' creativity and spirit, is seeking an Accounting Specialist to join its team.The ideal candidate will possess a strong understanding of accounting principles and practices, with proficiency in NetSuite or comparable ERP systems. The role involves transactional data management, customer...
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Insurance Development Representative
4 weeks ago
New Orleans, Louisiana, United States MacDonald Financial Solutions Full timeCompany OverviewAt MacDonald Financial Solutions, we're dedicated to providing exceptional life insurance services. As a remote sales representative, you'll play a vital role in helping us grow our business and build strong relationships with customers.
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New Orleans, Louisiana, United States Edward Jones Full timeCompany OverviewAt Edward Jones, we're building a workplace where everyone feels valued and respected. As a financial services firm with over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we prioritize our clients' needs and aim to improve their lives.CompensationWe offer a competitive compensation package, including an...
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Skilled Office Manager for Financial Operations
4 weeks ago
New Orleans, Louisiana, United States French Fountains and The French Casting Company Full timeJob Title: Skilled Office Manager for Financial OperationsWe are seeking a highly skilled office manager to join our team at French Fountains, a high-end fountain company in New Orleans. This is a full-time position that requires strong organizational skills, expertise in Quickbooks accounting, and a desire to contribute to the company's growth.About...