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Wealth Management Associate — Client Services
Job in
Metairie, Jefferson Parish, Louisiana, 70011, USA
Listed on 2026-01-01
Listing for:
Gulf Coast Bank and Trust Company
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm located in Metairie, Louisiana, is seeking a Wealth Management Associate. In this role, you will manage client communications, assist Financial Advisors with scheduling and meeting preparations, and ensure administrative accuracy. The ideal candidate will have a Bachelor's degree and proven experience in financial services, along with strong organizational and communication skills. Join a team-focused environment where high standards and client relationships are prioritized.
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Position Requirements
10+ Years
work experience
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