- Truist (Ormond Beach, FL)
- …Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- First Horizon Bank (Altamonte Springs, FL)
- …leadership ability, supervising two or more subordinate employees. + Willingness to acquire Wealth Management licenses is strongly encouraged and may be required ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more