- Guardian Life (Charleston, WV)
- …help Field Representatives grow and diversify their practices, clients, and income streams. The Wealth Management Specialist is an integral part of Park ... Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field… more
- Truist (Charleston, WV)
- …Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of… more