- Truist (Winston Salem, NC)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- Bank of America (Johnson City, TN)
- …such as core Banking, and Investment and Life Priority (TM) solutionsPartners with Financial Advisor teams to build their network by sharing relevant market ... Advisor - Blue Ridge Market Hendersonville, North Carolina; Winston Salem, North Carolina; Bristol, Tennessee; Hickory, North Carolina;...a defined path to become a successful and independent financial advisor . You will have the opportunity… more