- Truist (Nashville, TN)
- …JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow ... revenue. Provide leadership to the Financial Advisor team and contribute to the short- and...and contribute to the short- and long term strategic planning and overall training of the team. **ESSENTIAL DUTIES… more
- First Horizon Bank (Nashville, TN)
- …+ Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning , investments, insurance, credit, market trends) ... associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the… more