Investment banker jobs in Metairie, LA

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.

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Position Demands Access to an automobile and ability to maintain a valid driver's license.

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

Responsible for evaluating Financial Assistance application packets submitted for charity care recommendation. Accountable for performing timely follow up on patient accounts designated as potential charity care to assess patients' financial status for charity and/or indigent care classification. ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Others may be assigned. * Evaluates documentation to approve or deny charity and indigent care for compliance to Conifer policies. Analyzes and assesses tax returns, income verifications, bank statements, living expenses, etc. * Completes application packets recommending or denying Conifer Charity or Indigent Care including calculation of income/expense and outstanding debt and preparation of summary sheet. * Contacts patients to obtain required verifications and other financial documentation to evaluate for Conifer Charity and Indigent Care. * Keeps accurate logs of accounts approved or denied for financial assistance. KNOWLEDGE, SKILLS, ABILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Basic Microsoft Office (Word, Excel) * Basic knowledge of government programs * Intermediate analytical and mathematical skills * Intermediate writing skills * Ability to prioritize and manage multiple tasks with efficiency Conifer requires its candidates, as applicable and as permitted by law, to obtain and provide confirmation of all required vaccinations and screenings prior to the start of employment. This may include, but is not limited to, the COVID-19 vaccination, influenza vaccination, and/or any future required vaccines and screenings. EDUCATION / EXPERIENCE Include minimum education, technical training, and/or experience required to perform the job. * High School Diploma or equivalent; 4 year college degree in Healthcare Administration, Business or related area or preferred * Bilingual preferred PHYSICAL DEMANDS The physical demands described here 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. * Must be able to work in sitting position, use computer and answer telephone * Ability to lift and/or move up to 25 pounds * Specific vision abilities required by this job include close vision WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Office Work Environment As a part of the Tenet and Catholic Health Initiatives family, Conifer Health brings 30 years of healthcare industry expertise to clients in more than 135 local regions nationwide. We help our clients strengthen their financial and clinical performance, serve their communities, and succeed at the business of healthcare. Conifer Health helps organizations transition from volume to value-based care, enhance the consumer and patient healthcare experience and improve quality, cost, and access to healthcare. Are you ready to be part of our solutions? Welcome to the company that gives you the resources and incentives to redefine healthcare services, with a competitive benefits package and leadership to take your career to the next step! Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Tenet will make reasonable accommodations for qualified individuals with disabilities unless doing so would result in an undue hardship. Tenet participates in the E-Verify program. Follow the link below for additional information. E-Verify: ***************************** The employment practices of Tenet Healthcare and its companies comply with all applicable laws and regulations. **********

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

Responsible for evaluating Financial Assistance application packets submitted for charity care recommendation. Accountable for performing timely follow up on patient accounts designated as potential charity care to assess patients' financial status for charity and/or indigent care classification. ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Others may be assigned. Evaluates documentation to approve or deny charity and indigent care for compliance to Conifer policies. Analyzes and assesses tax returns, income verifications, bank statements, living expenses, etc. Completes application packets recommending or denying Conifer Charity or Indigent Care including calculation of income/expense and outstanding debt and preparation of summary sheet. Contacts patients to obtain required verifications and other financial documentation to evaluate for Conifer Charity and Indigent Care. Keeps accurate logs of accounts approved or denied for financial assistance. KNOWLEDGE, SKILLS, ABILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Basic Microsoft Office (Word, Excel) Basic knowledge of government programs Intermediate analytical and mathematical skills Intermediate writing skills Ability to prioritize and manage multiple tasks with efficiency Conifer requires its candidates, as applicable and as permitted by law, to obtain and provide confirmation of all required vaccinations and screenings prior to the start of employment. This may include, but is not limited to, the COVID-19 vaccination, influenza vaccination, and/or any future required vaccines and screenings. EDUCATION / EXPERIENCE Include minimum education, technical training, and/or experience required to perform the job. High School Diploma or equivalent; 4 year college degree in Healthcare Administration, Business or related area or preferred Bilingual preferred PHYSICAL DEMANDS The physical demands described here 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. Must be able to work in sitting position, use computer and answer telephone Ability to lift and/or move up to 25 pounds Specific vision abilities required by this job include close vision WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Office Work Environment As a part of the Tenet and Catholic Health Initiatives family, Conifer Health brings 30 years of healthcare industry expertise to clients in more than 135 local regions nationwide. We help our clients strengthen their financial and clinical performance, serve their communities, and succeed at the business of healthcare. Conifer Health helps organizations transition from volume to value-based care, enhance the consumer and patient healthcare experience and improve quality, cost, and access to healthcare. Are you ready to be part of our solutions? Welcome to the company that gives you the resources and incentives to redefine healthcare services, with a competitive benefits package and leadership to take your career to the next step!

Description 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.

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.

Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company. Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve. Our mortgage division, NOLA Lending Group, is a leader in providing residential home financing solutions in 46 states. Fidelity promotes a culture of work/life balance for all associates. We offer a competitive total rewards package for eligible associates including: Competitive pay based on the position, qualifications, relevant experience, and skillset Paid Time Off Up to 14 paid holidays annually Comprehensive Medical, Dental, and Vision Insurance Employer Funded Health Savings Account Paid Parental Leave 401(k) with matching contributions Wellness Program to reduce health insurance premiums Free or discounted banking and mortgage services Basic Life Insurance and AD&D Tuition Reimbursement Plan Associate Referral Program Associate Volunteer Program Employee Assistance Fund (subject to IRS guidelines) Employee Assistance Program Opportunities for training and career development Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts Retail branch locations are closed on Saturdays! The benefits listing is for informational purposes. Additional details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time. Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank/NOLA Lending Group is looking for competitive, self-reliant, energetic individuals that are driven to succeed. Position Summary: The Financial Center Representative is responsible for performing as both a Banker and Teller in providing exceptional client service, operational and audit excellence, while making appropriate referrals. This position is non-exempt under the Fair Labor Standards Act and is eligible for overtime pay. This position may be filled at a lower or higher level depending on the candidate s qualifications and relevant experience. Required Qualifications, Competencies, and Skills: GED or High school diploma 1 year cash handling experience in a financial institution or retail environment Ability to travel across company footprint as needed Proficient in Microsoft Office Suite to include Word, Outlook, Teams Developed cognitive skills to include Problem Solving, Judgement, Decision-Making, Organization & Planning Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Tenacity Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Resilience & Balance, Collaboration, Client Focus Developed technology skills to include Technical Acumen, Knowledge Management Developed leadership skills to include Developing Followers, Achieving Results Developed sales skills to include Questioning, Knowledge, Sales Drive, Prospecting, Presence Preferred Qualifications, Competencies, and Skills: 6 months of retail banking experience High-volume cash handling experience Proficient in Microsoft Office Suite to include Excel, PowerPoint Essential Duties and Responsibilities: Perform teller transactions Responsible for balancing, locating and reconciling discrepancies in cash drawer including end-of-day balancing procedures and reporting any discrepancies to the supervisor as necessary Assist with balancing, locating and reconciling vault and ATM transaction as well as incoming and outgoing money shipments Open new accounts and handles client maintenance requests Contribute to the financial center s success by achieving assigned referral goals Engage in consultative conversations with clients to build relationships, cross-sell, and promote Fidelity s products and services Report to a supervisor for approvals when assistance is needed with transactions Provide customer assistance related to banking needs both in-person and over the phone Assist supervisor with maintaining accurate reports Report any discrepancies to the supervisor as necessary Assist in maintaining branch appearance standards Assist with mentoring associates Adhere to all bank policies and procedures Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability Perform other duties and/or special projects as appointed by management Physical Requirements: primarily sitting with some standing, walking, lifting and bending Fidelity Bank is an Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Fidelity promotes a drug free workplace. If you require an accommodation to submit your application for an open position, please send an email request to ************************************* or call ************. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation. For assistance or questions regarding the recruitment process, please email *************************************. This position is located in New Orleans, LA, 70124.

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.

America's second oldest horse racing track, the Fair Grounds has been a New Orleans staple since 1852. We are a premiere entertainment venue presenting thoroughbred & exotic animal races, slots, video poker and simulcasting year-round. Located in New Orleans, Fair Grounds operates a slot-machine gaming facility and 13 off-track betting parlors throughout southeast Louisiana. JOB SUMMARY To assume sole custody and responsibility of the Money Room under the directions of Money Room Manager. ESSENTIAL DUTIES AND RESPONSIBILITIES * Safeguards Money Room Main Bank assets and safekeeping funds. * Adheres to all company Mutuels Department policies and procedures. * Handles all transactions between department staff. * Maintains key control as custodian of sensitive slot keys. * Verifies soft count funds accepted into Main Bank accountability. * Completes reports, transactions when bank is closed. * Performs all other duties assigned. REQUIRED SKILLS AND ABILITIES Must be 21 years or older. Must have the ability to obtain a Louisiana Racing License. EDUCATION AND EXPERIENCE High school degree or GED required. Five years' experience in vault or banking operations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of instructions and deal with several variables. Ability to read, analyze and interpret common documentation. Ability to respond to common inquiries or complaints from employees, regulatory agencies or members of staff. Ability to write and present information to management in a reasonable manner. Ability to perform normal mathematical computations about the implementation of current duties. PHYSICAL REQUIREMENTS & WORKING CONDITIONS Constant wrist motion, sit, hear and eye/hand coordination; Frequently speak, read, write, stand, walk, bend and stoop; Occasionally lift, carry, push and pull. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk. The employee frequently is also required to stand, walk and reach with arms and hands, bend and can lift at least 25 pounds. Office/Casino environment; Subject to outdoor temperature; Exposed to bright lights and noise at times. The work environment consists of very non-demanding surroundings with a low noise level. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability. Work With Us Churchill Downs Incorporated is an inclusive and fun place to work. We celebrate unique approaches and points of view. We believe diversity is a mindset that drives excellence. We're always learning, evolving and growing. We innovate through mutual respect of ideas and collaboration. This allows us to build a common language that inspires our team members and propels us toward the achievement of our vision. Already Work Here? Here's a link to apply internally: Employee Login

Job Description PRIMARY FUNCTION As a Financial Service Representative II/Teller, you will be the face of our institution, providing exceptional service to our members while efficiently handling financial transactions. This role goes beyond traditional teller duties, incorporating digital banking support, account services, and opportunities to enhance the member experience. DUTIES AND RESPONSIBILITIES Assist members with financial transactions, including deposits, withdrawals, transfers, and loan payments. Provide accurate and efficient processing of transactions while ensuring compliance with policies and procedures. Deliver excellent customer service by addressing member inquiries, resolving concerns, and offering financial solutions. Promote credit union products and services by identifying member needs and cross-selling appropriate solutions. Assist with opening new accounts, including savings, checking, and certificates, as well as loan applications. Process instant issue debit card requests and support digital banking inquiries. Maintain a secure, organized, and professional workspace. Adhere to all security, compliance, and confidentiality policies to protect member information. Support lobby management by assisting members and directing them to the appropriate department or representative. Other duties as assigned by the supervisor. BENEFITS Competitive salary Health, dental, and vision insurance Retirement savings plan Paid time off and holidays Ongoing training and professional development opportunities The ideal candidate will have strong customer service skills, excellent communication skills, and a passion for helping others. Previous experience in a financial institution is preferred but not required. A high school diploma or equivalent is necessary for this position. If you are motivated, detail-oriented, and eager to grow in the financial industry, we encourage you to apply!

RESOURCE BANK Personal Banker This position reports to the Assistant Branch Manager, Branch Manager, or Business and Branch Services Director. This position is also responsible for maintaining and balancing a cash drawer in addition to rotating the branch vault, which includes cash, coin, negotiable instruments, etc. Essential Functions: · Receives checks and cash for deposit, verifies amount, and examines checks for endorsements, legal amounts, dates, etc. · Cashes checks and pays out money after verification of signatures and customer balances. · Process transactions such as withdrawals, IRA contributions, HSA contributions, loan payments, night deposits, mail deposits, etc. · Ensures and provides quality service to both internal and external customers. · Assists customers in accessing safety deposit boxes. · Examines coupons and bills presented for payment to verify issue, payment date and amount due. · Performs trial balances throughout the day. · Balances currency, coin and checks in cash drawer at end of shift. · Greet individuals as they enter branch and drive-up window. · Process work through Branch Capture equipment. · Assist customers with services such as ordering ATM or debit cards, requesting stop payments, changing addresses, etc. · Follow and comply with all bank regulations and security procedures. · Complete all training requirements, including compliance, in a timely manner. · Process transactions within established policies and procedures. · Ability to lift coin bags of varying weight. · All other duties as assigned. Skills: Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Speaking - Talking to others to convey information effectively. Reading Comprehension - Understanding written sentences and paragraphs in work related documents. Mathematics - Using mathematics to solve problems. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do. Attributes: · Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences. · Oral Expression - The ability to communicate information and ideas in speaking so others will understand. · Speech Clarity - The ability to speak clearly so others can understand you. · Speech Recognition - The ability to identify and understand the speech of another person. · Near Vision - The ability to see details at close range (within a few feet of the observer). · Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. Experience and Education: High School Diploma (or GED or High School Equivalence Certificate). Previous teller experience preferred. Cash handling experience preferred. Resource Bank strives to be the employer of choice - EEO\Minority\Female\Vets\Disabled View all jobs at this company

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.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. 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 Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. 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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience in cultivating relationships with affluent clients. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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.

RESOURCE BANK Personal Banker This position reports to the Branch Manager, Assistant Branch Manager, Relationship Manager/Lead Teller, or Chief Retail Banking Officer. This position is also responsible for maintaining and balancing a cash drawer in addition to rotating the branch vault, which includes cash, coin, negotiable instruments, etc. Essential Functions: · Receives checks and cash for deposit, verifies amount, and examines checks for endorsements, legal amounts, dates, etc. · Cashes checks and pays out money after verification of signatures and customer balances. · Process transactions such as withdrawals, IRA contributions, HSA contributions, loan payments, night deposits, mail deposits, etc. · Ensures and provides quality service to both internal and external customers. · Assists customers in accessing safety deposit boxes. · Examines coupons and bills presented for payment to verify issue, payment date and amount due. · Performs trial balances throughout the day. · Balances currency, coin and checks in cash drawer at end of shift. · Greet individuals as they enter branch and drive-up window. · Process work through Branch Capture equipment. · Assist customers with services such as ordering ATM or debit cards, requesting stop payments, changing addresses, etc. · Follow and comply with all bank regulations and security procedures. · Complete all training requirements, including compliance, in a timely manner. · Process transactions within established policies and procedures. · Ability to lift coin bags of varying weight. · All other duties as assigned. Skills: Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Speaking - Talking to others to convey information effectively. Reading Comprehension - Understanding written sentences and paragraphs in work related documents. Mathematics - Using mathematics to solve problems. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do. Attributes: · Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences. · Oral Expression - The ability to communicate information and ideas in speaking so others will understand. · Speech Clarity - The ability to speak clearly so others can understand you. · Speech Recognition - The ability to identify and understand the speech of another person. · Near Vision - The ability to see details at close range (within a few feet of the observer). · Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. Experience and Education: High School Diploma (or GED or High School Equivalence Certificate). Previous teller experience preferred. Cash handling experience preferred. Resource Bank strives to be the employer of choice - EEO\Minority\Female\Vets\Disabled View all jobs at this company