- Truist (Raleigh, NC)
- …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
- Wells Fargo (Cary, NC)
- …Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - ... enhanced service + Provide financial information, investment profiles, and client financial needs to more experienced financial advisors + This LO position… more