- Truist (Daytona Beach, FL)
- …by leveraging their external network and centers of influence in the community , while also leveraging the Truist referral network and provide comprehensive advice ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation… more
- Bank of America (Daytona Beach, FL)
- …+ Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more