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Investment Consultant Jobs in Louisiana

3 jobs

JOB DESCRIPTION The main purpose of this position is to provide exceptional client experiences that focus on meeting stated needs as well as uncovering unstated needs and providing appropriate solutions. This is accomplished through needs-based conversations that position Scottrade as a total solutions provider while preserving our award winning service reputation. The branch is a performance dri...
JOB SUMMARY: This position is primarily responsible for consulting with clients and prospects to determine course of action(s) designed to help meet their financial and investment goals. This position is primarily focused on high net worth clients and prospects: annual income of at least $250,000 OR $1MM in investible assets AND the propensity to generate at least $15,000.00 in revenue to the ban...
The position reports directly to the Chief Financial Officer and is responsible for investment accounting for over 40 investment managers, internal payroll, operating fund, and related general ledger. This position will also oversee the Accounting Staff (Benefits Accountant and Benefits Payroll Manager). The person that assumes this role will work closely with me in developing the Finance Departm...