Client Onboarding Specialist, Financial Services NewEdge Capital GroupClient Onboarding Specialist, Financial ServicesNew Orleans, LouisianaWe're seeking a detail-oriented Client Onboarding Specialist to serve as the paperwork and account opening specialist for NewEdge Advisors, the RIA affiliate of NewEdge Capital Group. Compliance & Documentation: Liaise with back-office staff and custodians to ensure accurate, compliant account documentation and delivery of firm and advisor compliance documents.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateNew Orleans, LA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Insurance and Financial Services Position - State Farm Team Member Harold Toscano - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberMarrero, LAFull timeSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Financial Services Tax - Real Estate Director PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate DirectorNew Orleans, LA$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Attorney (Loan Workouts, Restructuring & Recovery) Hinshaw & Culbertson LLPFinancial Services Attorney (Loan Workouts, Restructuring & Recovery)New Orleans, LATitle:Financial Services Attorney (Loan Workouts, Restructuring & Recovery)ID:731229135Department:AttorneyLocation:Baton Rouge, LA, Dallas, TX, Ft Lauderdale, FL, Houston, TX, New Orleans, LA, Tampa, FLSalary Range:N/ASalary Range Note :N/AWorkplace Type:Hybrid. Candidates whose practices are primarily focused on representing debtors, borrowers, bankruptcy estates, trustees, or other parties adverse to financial institutions, particularly those seeking to transition substantial borrower-side client relationships, are unlikely to be a strong fit for this role.
Financial Services Representative – State Farm Agent Team Member Nora Vaden Holmes - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberMetairie, LAFull timeSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerNew Orleans, LA$124,000–$335,000 / yearWithin our Tax practice, you will help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Coordinator II Tulane UniversityFinancial Services Coordinator IINew Orleans, LAThis position will be responsible for greeting and answering inquiries made by students, parents, faculty, staff and others in the office and by phone, mail, e-mail, and fax; collecting and posting payments made at counter and received in mail, providing clerical support for the office, generating Cognos reports for research and analysis; and analyzing small-balance accounts in an effort to collect delinquent balances. Legally protected demographic classifications (such as a person's race, color, religion, age, sex, national origin, shared ancestry, disability, genetics, veteran status, or any other characteristic protected by federal, state, or local laws) are not relied upon as an eligibility, selection or participation criteria for Tulane's employment or educational programs or activities.
Financial Services Auditor Louisiana Legislative AuditorFinancial Services AuditorNew Orleans, LouisianaFull timeIdentifies, assesses, and documents risks and demonstrates the ability to identify risks of material misstatement and risks of material noncompliance and/or indications of errors and irregularities or fraud and illegal acts during the conduct of the audit. Performs operational audits by analyzing and testing to determine if operational effectiveness and efficiency are being achieved according to business unit strategic objectives, and evaluating the adequacy and effectiveness of process controls.
Insurance and Financial Services Position - State Farm Agent Team Member Tony Bordlee - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberMetairie, LAFull timeSelected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalNew Orleans, LouisianaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Financial Service Representative Heights Finance CorporationFinancial Service RepresentativeSlidell, Louisiana$15.75–$22.25 / hourFull timeResponsibilities: As a Financial Service Representative , you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Financial Service Representative CURO Group Holdings CorpFinancial Service RepresentativeSlidell, LA$15.75–$22.25 / hourAs a Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Financial Service Representative Attain FinanceFinancial Service RepresentativeSlidell, Louisiana$15.75–$22.25 / hourFull timeResponsibilities: As a Financial Service Representative , you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Floating Financial Service Representative Metairie 5199 Keesler Federal CareerFloating Financial Service Representative Metairie 5199Metairie, LouisianaIn support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies. Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer & business member accounts and cross selling services to members while providing extraordinary service.
Floating Financial Service Representative Jefferson Highway 5241 Keesler Federal CareerFloating Financial Service Representative Jefferson Highway 5241New Orleans, LouisianaIn support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies. Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer & business member accounts and cross selling services to members while providing extraordinary service.
Paralegal Financial Servicing Foreclosure Bankruptcy Creditor Law Firm Jackson & McPherson LLCParalegal Financial Servicing Foreclosure Bankruptcy Creditor Law FirmNew Orleans, LAFull timeYou will perform financial servicing to investor loans, communicate with clients, compile case materials, and conduct research, draft pleadings, motions, orders, manage court dockets. Organize clerk and sheriff financial court docket, file and record important information to cases in 64 LA parishes.
Financial Service Representative Harvey 5163 Keesler Federal CareerFinancial Service Representative Harvey 5163Harvey, LouisianaConsistent with the view that Sales is Service and Service is Sales, strives to exceed the goals set by the credit union with regard to member service and sales of all products and services offered by the credit union. In opening new accounts, verifies checks for deposit are made payable to parties presenting them for negotiation, properly endorsed, and deposited in accordance with credit union policy, for new accounts and, if applicable, Reg CC.
Merrill Advisor Development Program - Financial Advisor: Louisiana Mississippi Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Louisiana Mississippi MarketNew Orleans, LAOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Louisiana Mississippi Market New Orleans, Louisiana; Lafayette, Louisiana; Baton Rouge, Louisiana Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Financial Solutions Advisor (Partially Licensed)- Louisiana Market Bank of AmericaMerrill Financial Solutions Advisor (Partially Licensed)- Louisiana MarketNew Orleans, LouisianaKey responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.