Client Financial Advisor
4 days ago
As a Travel Financial Center Representative, your key responsibilities will include:
- Performing teller transactions, balancing cash drawers, and reconciling discrepancies
- Opening new accounts, handling client maintenance requests, and engaging in consultative conversations with clients
- Providing customer assistance related to banking needs, both in-person and over the phone
- Contributing to the financial center's success by achieving assigned referral goals
In addition to these responsibilities, you will also assist with balancing vault and ATM transactions, incoming and outgoing money shipments, and mentoring associates as needed.
-
Client Success Consultant
4 days ago
Baton Rouge, Louisiana, United States Wheeler District of Northwestern Mutual Full time**About the Role:**We are seeking a talented Client Advisor with a sports background to join our dynamic team at the Wheeler District of Northwestern Mutual. As a key member of our team, you will engage with clients to understand their financial needs and provide personalized guidance.Earnings Potential: High-end earnings potential up to $115K+ in the first...
-
Financial Services Advisor
4 days ago
Baton Rouge, Louisiana, United States Faulk & Winkler LLC Full timeJob DescriptionWe are seeking a full-time driven, motivated Staff Accountant with 3-5 years experience. As a Staff Accountant, you will be responsible for providing proactive services founded on trust, integrity and objectivity. You will work independently on challenging projects and adapt to multiple software applications. A degree in Accounting is...
-
Financial Services Representative
6 days ago
Baton Rouge, Louisiana, United States Spieldenner Financial Group Full timeWork-Life BalanceWe believe in maintaining a healthy work-life balance, which is why we offer flexible scheduling and remote work opportunities. As a member of our team, you'll have the freedom to manage your workload and prioritize your personal life.Compensation PackageThe estimated monthly earnings for this role range from $1,000 to $5,000, depending on...
-
Financial Freedom Specialist
4 days ago
Baton Rouge, Louisiana, United States Tubre Family Financial Full timeUnlock Your PotentialAt Tubre Family Financial, we believe that your professional success and personal freedom should not be mutually exclusive. As a Life Insurance Sales Agent, you will have the opportunity to excel in a client-focused, technology-driven environment without the grind of cold calling.We offer unlimited earning potential through a...
-
Customer Service Advisor
6 days ago
Baton Rouge, Louisiana, United States Steven Brooksher - State Farm Agent Full timeAbout the Role:We are seeking a highly skilled Customer Service Advisor - Insurance Specialist to join our team at the Steven Brooksher - State Farm Agent agency. As a key member of our team, you will be responsible for providing top-notch customer service and support to our policyholders. Your primary goal will be to deliver accurate and timely information,...
-
Insurance Client Advocate
7 days ago
Baton Rouge, Louisiana, United States Clifton Ourso Jr - State Farm Agent Full timeAbout UsAt Clifton Ourso Jr - State Farm Agent, we strive to be the trusted advisor for all our clients' insurance needs. Our team is passionate about delivering personalized service and ensuring that every interaction is positive and memorable.Salary RangeThe estimated annual salary for this position is between $50,000 and $65,000, based on relevant...
-
Insurance Sales and Financial Advisor
4 weeks ago
Baton Rouge, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full timeAbout New York Life Insurance CompanyNew York Life is a Fortune 100 company with a rich history of serving generations of Americans. Our commitment to financial stability and customer satisfaction has earned us the highest ratings from leading credit rating agencies.
-
Chief Financial Aid Officer
5 days ago
Baton Rouge, Louisiana, United States DELTA COLLEGE OF ARTS & TECHNOLOGY Full timeAbout the RoleDELTA COLLEGE OF ARTS & TECHNOLOGY is a leading proprietary institution dedicated to empowering students with the education, skills, and experience needed to excel in their careers. We take pride in offering a supportive, career-focused environment where students can thrive.We are seeking an experienced Director of Financial Aid to lead and...
-
Chief Financial Aid Officer
4 weeks ago
Baton Rouge, Louisiana, United States DELTA COLLEGE OF ARTS & TECHNOLOGY Full timeJob OverviewDelta College of Arts & Technology is a pioneering institution dedicated to empowering students with the knowledge, skills, and expertise necessary to excel in their careers. Our dynamic learning environment fosters academic excellence, innovation, and student success.Estimated Salary: $85,000 - $115,000 per yearJob DescriptionAs Chief Financial...
-
Financial Leadership Position
4 days ago
Baton Rouge, Louisiana, United States Faulk & Winkler LLC Full timeJob OverviewFaulk & Winkler LLC is a trusted business advisor to the business community in South Louisiana, committed to innovative and creative solutions, rewarding relationships, and the professional and personal development of our team members.Salary and BenefitsWe offer a highly competitive salary, flexible hours, 401(k) profit sharing plans, health...
-
Financial Risk Manager
3 days ago
Baton Rouge, Louisiana, United States Alex Mcgehee - State Farm Agent Full timeJob DescriptionAlex McGehee State Farm Agent is seeking a Financial Risk Manager to join our team. In this role, you will be responsible for assessing business insurance needs and recommending appropriate products. With a focus on building strong relationships with business clients, this role is ideal for those who enjoy educating customers on their...
-
Insurance and Investments Advisor
3 days ago
Baton Rouge, Louisiana, United States Wheeler District of Northwestern Mutual Full timeTake Control of Your Career as a Wealth ManagerThe Wheeler District of Northwestern Mutual invites highly motivated and results-oriented individuals to apply for our Wealth Manager position. As a Wealth Manager, you will be responsible for:Assessing clients' financial objectives and creating customized insurance plans to meet their needs.Developing and...
-
Economic Empowerment Specialist
3 days ago
Baton Rouge, Louisiana, United States NEIGHBORHOOD ASSISTANCE CORP. OF AMERICA Full timeCareer Overview:NACA Counselors play a critical role in helping families achieve their dreams of homeownership. As a NACA Counselor, you will work with clients to assess their financial readiness, provide guidance on the homebuying process, and connect them with resources to help them succeed.Key Responsibilities:Conduct client assessments to determine...
-
Financial Services Leader
3 days ago
Baton Rouge, Louisiana, United States Faulk & Winkler LLC Full timeAbout UsFaulk & Winkler, LLC is a trusted business advisor to the community in South Louisiana. Our success is built on core values of innovative solutions, rewarding relationships, and professional development.What We OfferCompetitive Annual Salary: $95,000 - $140,000 per year
-
Insurance Client Relations Specialist
7 days ago
Baton Rouge, Louisiana, United States Steven Brooksher - State Farm Agent Full timeJob OverviewAs an Insurance Client Relations Specialist for Steven Brooksher - State Farm Agent, you play a vital role in our agency's daily operations and customer success. You will grow our business through meaningful client relationships and serve as a liaison between customer needs and agency departments.We are located in Baton Rouge, LA, helping...
-
Financial Services Professional
4 days ago
Baton Rouge, Louisiana, United States Wheeler District of Northwestern Mutual Full timeFulfill Your Financial Potential as a Wealth ManagerThe Wheeler District of Northwestern Mutual is searching for a skilled and motivated Wealth Manager to enhance our team's capabilities. As a Wealth Manager, you will be responsible for:Evaluating clients' financial situations to identify areas for improvement and develop tailored solutions.Collaborating...
-
Accounts Receivable Financial Specialist
1 week ago
Baton Rouge, Louisiana, United States Deep South Crane & Rigging Full timeAbout the RoleWe are seeking a skilled Accounts Receivable Financial Specialist to join our team in Baton Rouge, LA. As an integral part of our financial operations, you will be responsible for ensuring timely and accurate processing of client invoices and managing accounts receivable.You will have the opportunity to work closely with the Controller and...
-
Baton Rouge, Louisiana, United States Tubre Family Financial Full timeUnlock Your Financial Potential with Tubre Family FinancialWe are a client-focused, technology-driven firm that empowers life insurance sales agents to excel without the grind of cold calling.Compensation and BenefitsEnjoy unlimited earning potential through our commission-only structure with no caps. New agents can earn an average of $800-$1,200 per policy,...
-
Insurance Sales Professional
3 days ago
Baton Rouge, Louisiana, United States Tubre Family Financial Full timeTransform Your CareerAt Tubre Family Financial, we empower families to secure their financial future by providing top-notch insurance solutions. As a Life Insurance Sales Agent, you will play a crucial role in helping our clients achieve their financial goals.We offer a unique opportunity for career growth and development, with a focus on building a...
-
Sales Account Professional
6 days ago
Baton Rouge, Louisiana, United States Spieldenner Financial Group Full timeCompany OverviewSpieldenner Financial Group is a leading provider of mortgage protection solutions, dedicated to helping American families safeguard their largest asset: the ability to make an income. As a member of our team, you'll be part of a fast-growing organization that values independence, motivation, and career growth.CompensationThe estimated...