- EY (New Orleans, LA)
- …exceptional experience for yourself, and a better working world for all.Our Financial Services Organization is a unique, industry-focused practice, and the only one ... understand their unique needs and build your reputation as a trusted business advisor . The opportunityThis is an area that has seen substantial investment, focused… more
- Edward Jones (Metairie, LA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner… more
- Thrivent Financial (New Orleans, LA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- Edward Jones (Metairie, LA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Bank of America (New Orleans, LA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Bank of America (New Orleans, LA)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- JPMorgan Chase (Harvey, LA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Deloitte (New Orleans, LA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Morgan Stanley (New Orleans, LA)
- …servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional ... * Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects… more
- Bank of America (New Orleans, LA)
- …the company's business objectives and contributes to market profitability by influencing Financial Advisor business practices in ways that minimize regulatory, ... in client outcomes, partnering with the Director, and coaching the Financial Advisor . The functions are related to the Market Executives overall responsibilities… more
- First Horizon Bank (Metairie, LA)
- …fulfillment, account representative changes, and various project support * Fulfill financial advisor requests and resolve service-related issues and inquiries ... The Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales revenue… more
- Deloitte (New Orleans, LA)
- …with Deloitte's Financial Planning and Analysis (FP&A) team, our Engagement Financial Advisor (EFA) organization, Global Finance Services (GFS), and other ... The Senior Accountant will ensure that timely, accurate, and insightful financial information is provided to the appropriate business stakeholders. To accomplish… more
- Deloitte (New Orleans, LA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (New Orleans, LA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (New Orleans, LA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (New Orleans, LA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (New Orleans, LA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (New Orleans, LA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (New Orleans, LA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (New Orleans, LA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment +… more