- Truist (Nashville, TN)
- …and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products. 5. ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Truist (Houston, TX)
- …and/or a sales assistant role. 4. Knowledge of securities markets and brokerage accounts. 5. Knowledge of the features and attributes of annuity products. 6. ... business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- M&T Bank (Syracuse, NY)
- …is required.** **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. ... and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. + Assist in… more
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