- First Horizon Bank (Metairie, LA)
- **Description** **Location** : On site at location listed in job posting. **Summary** The Wealth Management Client Specialist will be actively involved in ... sales revenue by customer contact, relationship building, referral source management , technical, and interpersonal skills. The Client Specialist helps gauge… more
- JPMorgan Chase (Metairie, LA)
- …+ Series 7 and Series 66 required + At least 5 years business and sales experience in wealth management + Proven leadership/coaching experience and ability ... The JP Morgan Wealth Management (USWM) business is focused... Management tools, products and capabilities - specifically Wealth Plan and client relationship system +… 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 ... 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
- 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+ ... community support and involvement through HUB Gives** **SUMMARY:** As a HUB Insurance Sales Producer, you will prospect for business based on your local networks,… more
- Morgan Stanley (New Orleans, LA)
- …firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management , and Asset Management . Wealth ... wealth planning, credit & lending, deposits & cash management , annuities, insurance, retirement and trust services. We are...candidate ("Private Bankers" or "PB") to join our National Sales Team in the Private Banking Group. The Private… 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
- KPMG (New Orleans, LA)
- …Managing and delivering large complex EPM Transformation and leading end to end sales cycles and helping manage client executive relationships + Establish ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… 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