- Truist (Nashville, TN)
- …by leveraging their external network and centers of influence in the community , while also leveraging the Truist referral network and provide comprehensive advice ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation… more
- City National Bank (Nashville, TN)
- …as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). + ... years mortgage lending experience + Minimum of 3 years business development /direct sales experience required. + SAFE Act Registration **Skills and Knowledge** +… more
- Bank of America (Nashville, TN)
- …+ Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (Nashville, TN)
- …+ Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities and new client development + Achieved ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- City National Bank (Nashville, TN)
- …clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and new clients to understand their ... to help them advance their skills. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues… more