- Bank of America (New Orleans, LA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of...partner and promote lead generation. + Experience balancing investment management , sales activities and new client… more
- Bank of America (New Orleans, LA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... + Proven ability to partner and promote lead generation + Experience balancing investment management , sales activities, and new client development + Strong… more
- HUB International (New Orleans, LA)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... manage the marketing activities including overage brand image, promotions, advertisements, client communications, sales support, digital media support and public… more
- Morgan Stanley (New Orleans, LA)
- …solutions into the client 's financial picture * Drive goals based wealth management strategy with Financial Advisors and their clients * Responsible ... Morgan Stanley Wealth Management , a global leader, provides...degree and 5 years professional experience in business development, management , sales , legal, accounting, education, military, finance… more
- JPMorgan Chase (New Orleans, LA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- HUB International (Metairie, LA)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in 500+ ... be innovative. Involves Voluntary Consultant and Financial Representative as appropriate. Asks client for referrals and generates new sales opportunities. +… more
- Paycom Online (New Orleans, LA)
- …sales metrics** + **Ability to work in a structured and fast-paced team sales environment** + **Ability to analyze client needs and provide strategic business ... win, we serve, we care and we believe. Paycom sales employees enjoy a fast-paced, engaging work environment empowering...weekly metrics that lead to selling Paycom's human capital management technology products and services to clients in an… more
- HUB International (Metairie, LA)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... to strong sales culture. + Development and constant improvement of client relationships. + Effectively market Executive Liability coverages to our current book… more