- 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)
- …adoption of goals-based advice initiatives **Qualifications:** + 5+ years broad business and sales experience in the wealth management industry + Proven ... + Become a subject matter expert on the Practice Management tools, products and capabilities - specifically Wealth Plan (WP) 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
- 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
- Bank of America (New Orleans, LA)
- …+ Proven ability to partner and promote lead generation + Experience balancing investment management , sales activities, and new client development + Strong ... advisors the opportunity to pursue a career within Merrill Wealth Management . Once you have honed your... + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales… 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
- 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+ ... Critical Path and stewardship meetings + Participate in EB/P&C sales meetings and attend client meetings to...help you reach your goals through risk services, claims management , and compliance support. And this gives you the… 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
- CH Robinson (New Orleans, LA)
- …issues + Obtain binding rulings as required + Assist Trade Policy Advisors and Management as required for client engagements and projects + Prioritize client ... requests for project based and ad-hoc classifications + Manage large client projects as required + Full knowledge of US Customs classification practices + Engage… more