- Bank of America (New Orleans, LA)
- Wealth Management Client Associate New Orleans, Louisiana **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- HUB International (New Orleans, LA)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than ... by developing relationships with others **Job purpose:** As an Associate Wealth Advisor, you will work directly...Wealth Advisor, you will work directly with the wealth management team to create comprehensive … more
- Bank of America (New Orleans, LA)
- …delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory ... delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for… 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+ ... newsletters, etc. + Builds and maintains strong relationship with client HR and Benefits staff and upper management...regular basis. + Acts as a mentor for the Associate Benefit Consultant, Account Manager, BA/CSS and ISR. Assists… more
- First Horizon Bank (New Orleans, LA)
- …needs and "handing off" the processing of these applications to the appropriate associate . ** Client experience** + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital… more