- Truist (Daytona Beach, FL)
- …**Please review the following job description:** Responsible for the general servicing and support of the Financial Advisors. This includes administrative and ... and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. This position...order features such as GTC expiration dates and settlement. 3 . Process corporate actions where a license is warranted,… more
- Truist (Daytona Beach, FL)
- …range of retail solutions including banking, mortgage, planning, investments, and insurance services. Acquire new clients by leveraging their external network and ... accounts for adherence to investment and asset allocation objectives and policies. 3 . Keep abreast of changing economic, legal, financial planning, investment trends… more
- OneMain Financial (St. Augustine, FL)
- …for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. **I** **n the ... that meet their goals + Present customers with optional insurance products + Educate customers on the terms and...year, based on start date) + Paid volunteer time ( 3 days per year, prorated based on start date)… more