- Truist (Sarasota, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- PNC (Sarasota, FL)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more