Top 13 Private wealth relationship Jobs in Metairie La

Private Wealth Relationship Manager
Bank of America —New Orleans, LA
- Full-time
- Background check
- Research
- Office
Private Wealth Management Registered Client Service Associate
Morgan Stanley —New Orleans, LA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
4d
Business Continuity Analyst
First Horizon Bank —Metairie, LA
- Extended hours
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Quick Apply
2d
IT Disaster Recovery Consultant
First Horizon Bank —Metairie, LA
- Extended hours
- Mid-level
- Office
- Analysis skills
- Wellness program
- Health savings account
Quick Apply
2d
Private Banker 4
Hancock Whitney —New Orleans, LA
- Full-time
- Mid-level
- Master's degree
- Bachelor's degree
Registered Client Service Associate
Morgan Stanley —New Orleans, LA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Teller
First Horizon Bank —New Orleans, LA
- Full-time
- High school diploma or GED
- In-person
- Entry level
- Wellness program
- Health savings account
Quick Apply
2d
Universal Banker
First Horizon Bank —Harahan, LA
- Full-time
- Research
- High school diploma or GED
- Mentoring
- Wellness program
- Health savings account
Quick Apply
2d
Banking Center Operations Coordinator
First Horizon Bank —Harahan, LA
- Full-time
- Inventory management
- Mid-level
- Office
- Wellness program
- Health savings account
Quick Apply
2d
Trust Advisor 3
Hancock Whitney —New Orleans, LA
- Full-time
- 8 years
- Business development
- Bachelor's degree
Corporate Banking Lender IV - Poydras, New Orleans, LA
BankPlus —New Orleans, LA
- Full-time
- 7 years
- Office
- Finance
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Asset Manager (Multifamily Real Estate)
Huber Equity Group —Columbus, OH
*Lead ongoing property oversight* through bi-weekly calls with site teams and quarterly on-site visits and audits.
$80,000 - $95,000 a year
Quick Apply
5d
Client Relationship Analyst
Morgan Stanley —Columbus, OH
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed). Industry experience is a plus.

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Private Wealth Relationship Manager

Bank of America -
New Orleans, LA

Apply Now

Job Details

Full-time

Qualifications

MLO License
Customer communication
Team leadership
Series 7
Financial product expertise
Risk management
Leading team collaboration initiatives
Experience practicing in the securities industry
Escalation handling

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
The Private Wealth Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model. This role is an FA Paid Resource. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Required Qualifications:

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
Obtain and/or maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response/resolution

Skills:

Account Management
Business Acumen
Client Management
Client Solutions Advisory
Portfolio Management
Referral Identification
Referral Management
Relationship Building
Administrative Services
Client Investments Management
Customer Service Management
Process Simplification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

private wealth relationship jobs in metairie la

Private Wealth Relationship Manager

Private Wealth Management Registered Client Service Associate

Business Continuity Analyst

IT Disaster Recovery Consultant

Private Banker 4

Registered Client Service Associate

Teller

Universal Banker

Banking Center Operations Coordinator

Trust Advisor 3

Corporate Banking Lender IV - Poydras, New Orleans, LA

Relationship Manager – Private Wealth & Tax Solutions

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