Investment banker jobs in Louisiana

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. Intern - Bank Secrecy Act JOB FUNCTION / SUMMARY: The Bank Secrecy Act Analyst Intern is responsible for assisting in the monitoring and reporting of customer and transaction information in accordance with the requirements of the Bank Secrecy Act and related laws and regulations. Specific duties may include the preparation and review of Currency Transaction Reports and monetary instrument recordkeeping requirements, monitoring of Customer Identification Program (CIP) compliance through validation and exception reporting, and/or support of day-to-day BSA operations related to Office of Foreign Assets Control and Sanctions screening. The Intern is responsible for participating in and contributing to a variety of initiatives and projects as well while gaining a working hands-on knowledge of the subject matter(s) covered. Responsibilities may include, but are not limited to, developing expertise in the assigned areas, analyzing and reporting on various subjects, coordinating efforts across and within business lines, assisting with various client activities and communicating with various levels of internal staff and external clients. ESSENTIAL DUTIES & RESPONSIBILITIES: Examines system generated reports to determine if situations meet the established criteria for filing of CTR's or recordkeeping requirements. Conducts analysis on transactional data to make determinations of irregular activity through understanding of industry norms, historical customer activity and regulatory definitions of suspicious activity. Conducts investigations of suspect account activity using the Bank's resources (i.e., system software, reports, databases, and system applications). Reviews Customer Identification Program (CIP) exception reports and automated verification alerts to determine if exceptions to regulatory requirements and/or Bank policy have occurred, distributes notification of exceptions to responsible bank associates, and monitors responses to insure timely and effective resolution of exceptions. Reviews system generated alerts and referrals from Operating Units of the bank involving customers and transactions that may represent violations of OFAC sanctions and other watch lists utilized by the bank, and refers potential risk issues to management for further action. Participates in meetings with management to learn about the company's objectives and processes. Proactively seeks knowledge and mentorship from team members and leaders to develop a thorough understanding of banking products, services, programs and systems. Responsible for participating in the development, planning, or execution of assigned projects or programs. Supports team members with scheduled daily tasks, reporting and ad hoc requests. Provides administrative support by preparing executive summary reports, proposals, presentations, or related tasks. Participates in special projects or other assignments, as needed, to support the department. Participates in the department's various continuous improvement initiatives. SUPERVISORY RESPONSIBILITIES: None MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Minimum preferred cumulative GPA of 3.0 or higher. Currently pursuing a Bachelor's or Master's degree required. Business majors preferred. Be a highly motivated self-starter who takes initiative. Demonstrates strong analytical and problem-solving skills. Possesses critical thinking, communication and teamwork skills. Authorized to work in the U.S. on a permanent basis. Note, Hancock Whitney will not provide any assistance or sign any documentation to support immigration sponsorship or benefit including but not limited to optional practical training (OPT) or curricular practical training (CPT). ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Ability to travel if required to perform the essential job functions. Ability to work under stress and meet deadlines. Ability to operate related equipment to perform the essential job functions. Ability to read and interpret a document if required to perform the essential job functions. Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Hiring in multiple locations: Austin, TX; New Orleans, LA; New York, NY; St. Louis, MO Join Advantage Capital's Diverse Internship Journey! Discover Your Impact Are you ready to apply your skills in a unique and personalized way? An internship with Advantage Capital means that you'll collaborate with some of the brightest minds in Finance (and numerous other fields), work on real-world projects to make a measurable impact, and create professional connections with mentors that genuinely care about advancing your career. With over 3 decades of transforming underserved communities through conscious impact investing, we're excited to offer an internship program aimed at passing along our skills while simultaneously honing yours. Whether you're interested in small business impact investing, low-income housing financing, accounting, human resources, marketing, or impact reporting, we have an internship opportunity for you. An Advantage Capital internship is not just about tasks; it's about building experience in the multifaceted world of finance and investment. A Vibrant Community Our team consists of unique, passionate, and industry-defining professionals who understand that investment capital has the capacity to change lives and uplift communities. We're proud of our track record - but beyond the numbers, we're far prouder to be pushing the boundaries of traditional finance by setting a consistent example of positive change. If you're considering joining us, here's what we praise and foster amongst our professionals: a mindset that thrives on growth, a pace that's both swift and enduring, autonomy without micromanagement, tangible results, unity in teamwork, a love for solving the unsolvable, and unwavering integrity. Let Us Invest in You As an intern at Advantage Capital, your voice resonates! We value your contribution and entrust you with impactful projects that align with your interests. Beyond meaningful assignments, we offer an enriching experience that includes: An immersive 2-day orientation to connect with leaders, peers, and fellow interns. Performance reviews that fuel your growth throughout and after the internship. Connections with Advantage Capital leaders through engaging sessions, presentations, and virtual mingling. Collaboration on a significant capstone project alongside fellow interns. Your Work Makes a Difference As an essential part of our Team, you may be responsible for: Collaborating on diverse projects that drive our mission forward. Mastering data gathering, sorting, and analysis. Crafting financial models and contributing to internal investment strategies. Supporting senior team members in monitoring our portfolio companies. Leading other special projects based on departmental needs. Requirements Your Qualifications: The Journey Begins If your expected graduation date falls between May 2026 and May 2027, you're eligible to embark on this journey. What we're looking for: Proficiency in Microsoft Office. An inquisitive mind interested in impact investing and legislation. A knack for best business and finance practices. Meticulous attention to detail, even when working remotely. Passion for local, state, and federal legislation (bonus points, but not required). St. Louis investment team internships require a minimum 3.5 GPA. Join Our Movement Today Are you ready to become an intern with purpose? Advantage Capital is more than a steppingstone - it's a launchpad for your career and a chance to drive positive change. Discover how your skills can transform lives and industries. Apply now to start your internship journey with Advantage Capital! We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job DescriptionBenefits: Stipend Retirement Bonus based on performance Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at the Habetz Network of Northwestern Mutual (NM)! Our Network, recognized as a top workplace in New Orleans and beyond, has been honored with several prestigious awards, including New Orleans Top Workplaces 2024 and Reader Rankings Best Insurance Company 2023. Our leadership shines, with our Managing Partner and Executive Director of Recruitment and Selection nominated for Women of the Year Honorees in 2023. We are significantly investing in growth through the development of new internal leaders. Our thriving offices are located: New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005 Mandeville: 1130 W Causeway Approach Mandeville, LA 70471 About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the positions requirements. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Our 3 Uniques: What Sets Us Apart Development: World-class coaching and mentoring at both local and national levels, supporting growth throughout your career. Relationships: A highly engaged, supportive culture that values connection and collaboration. Northwestern Mutual: Financial strength, a unique mutual structure, an exclusive distribution system, and a proven planning process for lasting impact. We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives: Womens Leadership Academy: Inspiring inclusion through International Womens Day panels and empowering young women through leadership programs. Alexs Lemonade Stand Foundation: Supporting childhood cancer research and families affected by it. University of New Orleans Alumni Association: Actively engaging with alumni to foster community connections. DOD SkillBridge Program: Supporting military members transitioning to civilian careers. Salvation Army: Contributing to their mission of helping those in need. In addition to local recognition, The Habetz Network has earned national accolades, including: Top 100 Internship by WayUp Glassdoors Best-Led Companies Best Overall Life Insurance Company by Time Stamped Worlds Most Admired by Fortune Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Some of Our Local Leaders, the Heartbeat of Our Business: Avril Habetz, Managing Partner: How long with NM? 17 years. Previous job/career/business experience? Retail background as a manager of a local gift shop and Banana Republic. Passionate about outside of work? Mom of 4, married for 16 years to Dr. Vandon Habetz from Lafayette, LA. Oldest of 6 and a former high school athlete. Loves being involved in the board of the Council of Catholic School Cooperative Clubs, helping all parent clubs in the Catholic school system, enjoying her growing family, traveling to new places, and attending any and all sporting events. Matt Malbrough, Wealth Management Advisor: How long with NM? 12 years. Previous job/career/business experience? Former intern, worked in furniture sales. Passionate about outside of work? Loves to run, enjoys the outdoors, father of 2, and is actively involved in his church. Amanda Roark, Associate Development Officer: How long with NM? 10 years. Previous job/career/business experience? Former intern, worked as a P&C servicing representative. Passionate about outside of work? Former high school athlete, mom of 2, loves trivia, traveling, and is a big fan of Premier League soccer. Bryant Boudreaux, Financial Advisor: How long with NM? 6 years. Previous job/career/business experience? Former intern, worked as a bartender. Passionate about outside of work? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU & the Saints. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Avril Habetz is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

The SBA Banker is responsible for generating SBA loan opportunities and driving them through Renasant's SBA loan process. The SBA Banker works with management, underwriting, closing and portfolio management staff to balance the highest levels of client service, SBA and regulatory compliance and the Bank's growth and income goals. The SBA Banker may be assigned to a geographical territory. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities * Develop new business opportunities that generate SBA loans (primarily SBA 7a program) and the various other ancillary Bank products required by SBA borrowers * Maintain knowledge of Bank loan and deposit products * Maintain thorough understanding of and adherence to the SBA SOP and the Bank's credit underwriting and closing policies and processes * Maintain effective working relationships with associates across department lines, particularly commercial bankers in the assigned footprint * Understand credit risk and be able to properly structure, evaluate, discuss and mitigate risk in a relationship * Present SBA loan requests and relevant considerations to credit team in an effort to screen and determine the Bank's appetite for the request * Perform basic analytical and financial analysis * Represent Renasant Bank in community activities * Attend and participate in all required Bank and Department meetings * Perform other related duties as assigned Qualifications The ideal candidate will possess the following traits: * Credit first approach to loan origination * Advanced problem solving skills along with a team orientation * Energetic, ambitious, entrepreneurial approach to business development * Trusted advisor to clients, ability to relate to borrowers with varying levels of sophistication * Ability to cultivate, teach and develop internal and external referral sources * Advanced organization and communication capabilities Minimum: * A high school diploma or equivalent * Previous credit or lending background and skills * Display professional interpersonal, verbal and written communication skills * Working (intermediate) knowledge of MS Word, Excel and Outlook * Technical knowledge and proficiency to handle the activities and responsibilities of job * Fluency in credit criteria and loan structure requirements * 2 years of experience in a financial sales role * Client service orientation Preferred: * Bachelor's degree * Commercial loan underwriting and account/relationship management experience Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. We combine modern technology, AI-assisted systems, and real human connection to change how families protect their futures. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You're building your own book of business with the support, training, and infrastructure of a proven organization. We specialize in life insurance, mortgage protection, final expense, and retirement solutions, helping middle-America families create generational wealth. What you'll do - Call and connect with warm leads who have requested information. - Conduct virtual or in-person appointments to understand clients' goals. - Present tailored insurance and financial protection solutions. - Submit applications, follow up with carriers, and serve clients long-term. What we provide - Remote, flexible schedule (full-time or part-time). - Commission-only structure with uncapped earning potential. - World-class training, mentorship, and personal development culture. - Clear path to build and grow your own agency if desired. Who this is for - Self-motivated, coachable individuals with strong integrity. - People who want more time, freedom, and income than a traditional W-2 job. - Those who are serious about personal growth and breaking generational poverty. Compensation is 100% commission with scalable income based on activity, skill, and leadership development.

Job DescriptionBenefits: Stipend Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at the Wheeler District of Northwestern Mutual (NM)! Our Network, recognized as a top workplace across much of the state of Louisiana and beyond, has been honored with several prestigious awards, including Reader Rankings Best Insurance Company 2023. We are significantly investing in growth through the development of new internal leaders. Our growing office is located: 1 Smart Way Suite 101, Baton Rouge, LA 70810 We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives: Womens Leadership Academy: Inspiring inclusion through International Womens Day panels and empowering young women through leadership programs. Alexs Lemonade Stand Foundation: Supporting childhood cancer research and families affected by it. DOD SkillBridge Program: Supporting military members transitioning to civilian careers. Salvation Army: Contributing to their mission of helping those in need. In addition to local recognition, our Network of offices has earned national accolades, including: Top 100 Internship by WayUp Glassdoors Best-Led Companies Best Overall Life Insurance Company by Time Stamped Worlds Most Admired by Fortune Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Some of Our Local Leaders, the Heartbeat of Our Business: Ben Wheeler, Financial Representative & Market Leader: How long with NM? 24 years, started as an intern before going full-time. Previous job/career/business experience? Only had different college jobs before joining NM. Passionate about outside of work? Family is Ben's main priority. Hes been passionate about golf since childhood and spends weekends with his family at their lake house, enjoying the outdoors. Chris McGhee, Financial Advisor: How long with NM? Since July 2009 as an intern; went full-time in January 2010. Previous job/career/business experience? College baseball player at LSU. Passionate about outside of work? Chris is passionate about his kids, Camden (9) and Collins (6), his faith in Christ, coaching youth baseball, and continuously growing in all aspects of life, especially through building meaningful relationships. Madison Welch, Talent Director: How long with NM? 2 years. Previous job/career/business experience? Elementary school teacher specializing in ESL and Reading. Passionate about outside of work? Family is Madisons main priority. She has a love for reading and often finds herself diving into a good book whenever she has free time. Taylor Dodge, Financial Representative: How long with NM? Intern in 2010, full-time in September 2013. Previous job/career/business experience? Worked at Cutco before becoming an intern. Passionate about outside of work? Taylor enjoys hanging out with his wife and best friends. Hes passionate about golfing, hunting, and fishing, and appreciates that his career allows him the time and resources to pursue all three at a high level. About the Role: At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the positions requirements. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Earnings Potential within Our Network of Offices: High End: $115K+ in the first year. Long-Term Earnings Potential: Average of Career Advisors (5+ years): $450K annually. Top 25%: $1M annually. Top 10%: $2M annually. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ben Wheeler is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.

GENERAL SUMMARY OF DUTIES: Financial Aid Representatives help guide students through the financial aid process; analyze and evaluate student financial needs to determine the best course of action; have a thorough knowledge of various federal, state and college financial aid packages and be able to refer potential candidates to the appropriate source; offer information and advice regarding eligibility criteria and responsibilities, help explain policies and provide guidance through the application process; responsible for tracking all financial aid documents during the process ESSENTIAL FUNCTIONS: · Interprets, implements and ensures the College is in compliance with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid and veterans' affairs administration rules and regulations · Counsels and advises students concerning financial aid opportunities, application processes and financial management strategies; Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs · Effectively communicates to students the importance of submitting documentation for file completion; This can be in the form of calling the student, going to the classroom to retrieve the student and sometimes receiving authorization from the Director of Financial Aid to block the student from attending class · Determines eligibility and awards financial aid applicants utilizing various software packages; This includes processing applications and corrections, document tracking, completing the verification process, generating tracking and award notifications · Generates and prepares status and project reports for the financial aid and veterans' affairs program · Responds to student inquiries · Communicates with appropriate state and federal agencies to resolve any conflicting issues as needed · Works with Admissions to ensure that issues with enrolling students have been identified and resolved in a timely manner · Participates in the ‘Stitch in Meetings' - must provide all required documentation for review of files · Maintains responsibility for specific student portfolio group throughout the student's program · Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved · Assists Corporate Office with the collection of funds and resolving verification issues in a timely manner · Scan all financial aid documents and send to Corporate Office · Run Expected Cash and Aged Report to assist in monitoring monies · Run daily ISIR Report to track possible issues with verification · Assist with the reconciliation of all Title IV programs EDUCATION: · Bachelor's Degree in Education, Finance, Business Administration or Accounting, preferred EXPERIENCE: · One (1) to three (3) years of increasingly responsible professional level administrative experience in a financial aid setting · Broad skills in financial aid methodology, financial aid software and federal regulations governing student financial aid programs preferred KNOWLEDGE: · Federal, local and state programs that provide financial assistance to students · Pertinent laws, rules and regulations such as Federal Title IV regulations · Various software programs and data systems as they relate to financial aid SKILLS: · Planning and organizational skills · Effective oral and written communication skills · Interpersonal skills including tact, patience and courtesy · Demonstrate analytical, organizational and supervisory skills ABILITIES: · Ensure timely and efficient delivery of student financial assistance to qualified applicants · Interpret federal and state financial aid regulations and determine appropriate course of action · Monitor and award federal and state financial aid programs · Gather, compile and analyze data and prepare reports · Establish and maintain effective working relationships with faculty, staff, students and administration · Perform consistently under the pressure of deadlines and other administrative demands · Work cooperatively with others

Job Description Blue Cliff College is seeking a Financial Aid Representative. Financial Aid Representatives help guide students through the financial aid process, analyze and evaluate student financial needs to determine the best course of action, have a thorough knowledge of various federal, state, and college financial aid packages, and be able to refer potential candidates to the appropriate source. In addition the person in this position will offer information and advice regarding eligibility criteria and responsibilities, help explain policies, provide guidance through the application process, and is responsible for tracking all financial aid documents during the process. JOB DUTIES Interprets, implements, and ensures the College complies with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid and Veterans Affairs Administration rules and regulations. Counsels and advises students concerning financial aid opportunities, application processes, and financial management strategies; Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs. Effectively communicates to students the importance of submitting documentation for file completion. This can be in the form of calling the student, going to the classroom to retrieve the student, and sometimes receiving authorization from the Director of Financial Aid to block the student from attending class. Determines eligibility and awards financial aid applicants utilizing various software packages. This includes processing applications and corrections, document tracking, completing the verification process, generating tracking. and award notifications Generates and prepares status and project reports for the financial aid and veterans' affairs program. Responds to student inquiries. Communicate with appropriate state and federal agencies to resolve any conflicting issues as needed. Works with Admissions to ensure that issues with enrolling students have been identified and resolved in a timely manner. Participates in the ‘Stitch in Meetings' - must provide all required documentation for review of files. Maintains responsibility for specific student portfolio groups throughout the student program. Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved. Assists the Corporate Office with the collection of funds and resolving verification issues in a timely manner. Scan all financial aid documents and send them to the Corporate Office. Run Expected Cash and Aged Reports to assist in monitoring monies. Run daily ISIR Report to track possible issues with verification. Assist with the reconciliation of all Title IV programs. Other duties as assigned. QUALIFICATION REQUIREMENTS Bachelor's Degree in Education, Finance, Business Administration, or Accounting preferred. One (1) to three (3) years of increasingly responsible professional-level administrative experience in a financial aid setting. Broad skills in financial aid methodology, financial aid software, and federal regulations governing student financial aid programs preferred. Knowledge of federal, local, and state programs that provide financial assistance to students. Knowledge of pertinent laws, rules, and regulations such as Federal Title IV regulations. Various software programs and data systems as they relate to financial aid. Planning and organizational skills. Effective oral and written communication skills. Interpersonal skills including tact, patience, and courtesy. Demonstrate analytical, organizational, and supervisory skills Ensure timely and efficient delivery of student financial assistance to qualified applicants. Interpret federal and state financial aid regulations and determine appropriate course of action. Monitor and award federal and state financial aid programs. Gather, compile, and analyze data and prepare reports. Establish and maintain effective working relationships with faculty, staff, students, and administration. Perform consistently under the pressure of deadlines and other administrative demands. Work cooperatively with others. COMPENSATION In the spirit of pay transparency, we can share that the pay range for this position is $40,000-$50,000 annually, commensurate with experience. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. COMPANY OVERVIEW Education Management, Inc. (dba Blue Cliff College) is committed to preparing students to function proficiently in a competitive society in the career of their choice and to create within them an awareness of professional and social responsibility, along with an appreciation of principles of ethical conduct. Blue Cliff College employs a diverse team of individuals dedicated to inspiring students to strive for excellence and to achieve maximum personal potential. We offer an excellent salary and benefits package, as well as a business casual work environment and flexible work schedule because we understand your personal life is as important as your professional life. If you're dedicated and ready to work for an organization that cares about you, please apply online. BENEFIT PROGRAM Featured benefits for full-time team members include: Health, dental, and vision insurance Life and disability insurance Critical illness, accident, and hospital indemnity insurance Pet insurance and pet discount program 401(k) plan Paid time off Equal Opportunity Employment Blue Cliff College and Current HR ("organizations") provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, the organizations comply with applicable state and local laws governing nondiscrimination in employment in every location in which it has operations. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and compensation. Powered by JazzHR AZyU132IYm

Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Greater New Orleans area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater New Orleans, Covington, Mandeville, Slidell and Hammond areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description Build a practice from the ground up with support from mentors and training tools. Guide clients through a financial planning process, which reflects our belief that over a lifetime, most people will experience many different financial needs and circumstances. After assessing your clients' needs, you will recommend and provide insurance and investment solutions to help meet their financial security goals. Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.

Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Signing bonus Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Clifton Ourso Jr - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Employee discounts Health insurance Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Cliff Ourso - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

As a Loan Officer, you will play a pivotal role in delivering superior member service throughout the lending process, from account opening to various loan services. Your responsibilities will include managing deposit services such as account opening, closure, and maintenance, as well as processing loans, conducting loan interviews, and preparing applications for credit approval. Whether assisting members electronically or in-person, you will ensure a seamless experience while promoting and cross-selling our credit union's products and services to enhance member relationships and loyalty. You will also be responsible for resolving member issues and inquiries effectively and professionally. Job Requirements: High school diploma or equivalent Strong understanding of financial services and products provided by the credit union Knowledge of loan processing functions, requirements, and procedures Previous experience with a full-service financial institution is preferred Excellent communication and interpersonal skills Proficiency in basic computer skills and willingness to learn new software/systems All employment applications must be submitted electronically. As part of the hiring process, Barksdale Federal Credit Union conducts a comprehensive background check, drug screening and an online skill assessment prior to extending any offer of employment. Benefits: At Barksdale Federal Credit Union we care about our people - and that means offering more than just a paycheck. That's why we offer a benefits package designed to support your whole life - at work and beyond. From health and wellness, time off, and professional growth, you'll find the resources you need to feel confident, supported, and empowered every step of the way. Listed below is a synopsis of the benefits offered by BFCU for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Health & Wellness: Medical, Dental & Vision Insurance: Comprehensive coverage to keep you and your family healthy and confident. 24/7 Teledoc Health Access: Talk to board-certified physicians anytime via phone, app, or video. Mental Health Support: Confidential support through our Employee Assistance Program (EAP) - available to you and your household. Paid Life & Long-Term Disability Insurance: Company-paid coverage for added peace of mind. Wellness Programs: Fun challenges, rewards, and free virtual fitness classes to support your well-being year-round. Time Off & Balance Generous Paid Time Off: 156 hours of PTO annually, plus enjoy 8 paid holidays to recharge and spend time with loved ones. Volunteer Time & Opportunities: Make a difference in your community - we make it easy to get involved. As well as we reward you for doing so! Financial Benefits 401(k) with Company Match: Invest in your future with a competitive retirement plan and employer match. Financial Wellness Tools: Free financial advising, free Barksdale Federal Credit Union membership, and education around money management. Growth & Recognition Education Assistance Program: Get reimbursed for up to 90% of tuition costs, up to the maximum allowable - invest in your future without the financial stress. Career Development: We offer in person and online training, certifications, leadership programs, and more to help you grow. Employee Recognition & Milestones: We also honor employees' tenure milestones through our service anniversary program, celebrating their dedication to our mission. NOTE: Please fill out all fields on the application. If it does not apply to you, enter in NA.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Job DescriptionBenefits: Stipend Retirement Bonus based on performance Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at the Habetz Network of Northwestern Mutual (NM)! Our Network, recognized as a top workplace in New Orleans and beyond, has been honored with several prestigious awards, including New Orleans Top Workplaces 2024 and Reader Rankings Best Insurance Company 2023. Our leadership shines, with our Managing Partner and Executive Director of Recruitment and Selection nominated for Women of the Year Honorees in 2023. We are significantly investing in growth through the development of new internal leaders. Our thriving offices are located: New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005 Mandeville: 1130 W Causeway Approach Mandeville, LA 70471 About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the positions requirements. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Our 3 Uniques: What Sets Us Apart Development: World-class coaching and mentoring at both local and national levels, supporting growth throughout your career. Relationships: A highly engaged, supportive culture that values connection and collaboration. Northwestern Mutual: Financial strength, a unique mutual structure, an exclusive distribution system, and a proven planning process for lasting impact. We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives: Womens Leadership Academy: Inspiring inclusion through International Womens Day panels and empowering young women through leadership programs. Alexs Lemonade Stand Foundation: Supporting childhood cancer research and families affected by it. University of New Orleans Alumni Association: Actively engaging with alumni to foster community connections. DOD SkillBridge Program: Supporting military members transitioning to civilian careers. Salvation Army: Contributing to their mission of helping those in need. In addition to local recognition, The Habetz Network has earned national accolades, including: Top 100 Internship by WayUp Glassdoors Best-Led Companies Best Overall Life Insurance Company by Time Stamped Worlds Most Admired by Fortune Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Some of Our Local Leaders, the Heartbeat of Our Business: Avril Habetz, Managing Partner: How long with NM? 17 years. Previous job/career/business experience? Retail background as a manager of a local gift shop and Banana Republic. Passionate about outside of work? Mom of 4, married for 16 years to Dr. Vandon Habetz from Lafayette, LA. Oldest of 6 and a former high school athlete. Loves being involved in the board of the Council of Catholic School Cooperative Clubs, helping all parent clubs in the Catholic school system, enjoying her growing family, traveling to new places, and attending any and all sporting events. Matt Malbrough, Wealth Management Advisor: How long with NM? 12 years. Previous job/career/business experience? Former intern, worked in furniture sales. Passionate about outside of work? Loves to run, enjoys the outdoors, father of 2, and is actively involved in his church. Amanda Roark, Associate Development Officer: How long with NM? 10 years. Previous job/career/business experience? Former intern, worked as a P&C servicing representative. Passionate about outside of work? Former high school athlete, mom of 2, loves trivia, traveling, and is a big fan of Premier League soccer. Bryant Boudreaux, Financial Advisor: How long with NM? 6 years. Previous job/career/business experience? Former intern, worked as a bartender. Passionate about outside of work? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU & the Saints. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Avril Habetz is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Job DescriptionBenefits: Stipend Retirement Bonus based on performance Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at the Habetz Network of Northwestern Mutual (NM)! Our Network, recognized as a top workplace in New Orleans and beyond, has been honored with several prestigious awards, including New Orleans Top Workplaces 2024 and Reader Rankings Best Insurance Company 2023. Our leadership shines, with our Managing Partner and Executive Director of Recruitment and Selection nominated for Women of the Year Honorees in 2023. We are significantly investing in growth through the development of new internal leaders. Our thriving offices are located: New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005 Mandeville: 1130 W Causeway Approach Mandeville, LA 70471 About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the positions requirements. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Our 3 Uniques: What Sets Us Apart Development: World-class coaching and mentoring at both local and national levels, supporting growth throughout your career. Relationships: A highly engaged, supportive culture that values connection and collaboration. Northwestern Mutual: Financial strength, a unique mutual structure, an exclusive distribution system, and a proven planning process for lasting impact. We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives: Womens Leadership Academy: Inspiring inclusion through International Womens Day panels and empowering young women through leadership programs. Alexs Lemonade Stand Foundation: Supporting childhood cancer research and families affected by it. University of New Orleans Alumni Association: Actively engaging with alumni to foster community connections. DOD SkillBridge Program: Supporting military members transitioning to civilian careers. Salvation Army: Contributing to their mission of helping those in need. In addition to local recognition, The Habetz Network has earned national accolades, including: Top 100 Internship by WayUp Glassdoors Best-Led Companies Best Overall Life Insurance Company by Time Stamped Worlds Most Admired by Fortune Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Some of Our Local Leaders, the Heartbeat of Our Business: Avril Habetz, Managing Partner: How long with NM? 17 years. Previous job/career/business experience? Retail background as a manager of a local gift shop and Banana Republic. Passionate about outside of work? Mom of 4, married for 16 years to Dr. Vandon Habetz from Lafayette, LA. Oldest of 6 and a former high school athlete. Loves being involved in the board of the Council of Catholic School Cooperative Clubs, helping all parent clubs in the Catholic school system, enjoying her growing family, traveling to new places, and attending any and all sporting events. Matt Malbrough, Wealth Management Advisor: How long with NM? 12 years. Previous job/career/business experience? Former intern, worked in furniture sales. Passionate about outside of work? Loves to run, enjoys the outdoors, father of 2, and is actively involved in his church. Amanda Roark, Associate Development Officer: How long with NM? 10 years. Previous job/career/business experience? Former intern, worked as a P&C servicing representative. Passionate about outside of work? Former high school athlete, mom of 2, loves trivia, traveling, and is a big fan of Premier League soccer. Bryant Boudreaux, Financial Advisor: How long with NM? 6 years. Previous job/career/business experience? Former intern, worked as a bartender. Passionate about outside of work? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU & the Saints. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Avril Habetz is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job Responsibilities Share the value of Chase Private Client with clients that may be eligible Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs Make lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week Adhere to policies, procedures and regulatory banking requirements Required Qualifications, Capabilities and Skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED or foreign equivalent required Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred Qualifications, Capabilities and Skills Excellent communication skills College degree or military equivalent strongly preferred Experience cultivating relationships with affluent clients is strongly preferred Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************