- Wells Fargo (Cary, NC)
- **About this role:** Wells Fargo is seeking a Next Gen Financial Advisor - Wealth Brokerage Services, as part of Wealth and Investment Management. Learn more ... and organizational client service and financial goals within the Financial Advisory - Bank function + Review basic or tactical client goals and risk… more
- Bank of America (Raleigh, NC)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate Raleigh, North Carolina **Job Description:** Merrill Wealth...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Bank of America (Durham, NC)
- Senior Banker - Northgate Financial Center Durham, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance… more
- Truist (Raleigh, NC)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify… more