- Truist (Charlotte, NC)
- …NC; Orlando, FL; Atlanta, GA. Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... Investment platform (currently WealthScape - future Scivantage). 8. Refer investment opportunities to internal Client Advisory Center when aligns with… more
- Bank of America (Charlotte, NC)
- …managing and providing financial advice to an assigned group of clients, enhancing client care , retention, and deepening + Own management of client ... and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing… more