- Truist (Gastonia, 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 (Charlotte, NC)
- …of product management excellence by creating a culture of innovation, product excellence, client service and risk mitigation. **About this role:** Wells Fargo is ... financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients...clients have access to Wells Fargo Advisors, referrals from securities- registered bankers in the Consumer Bank and the Wells… more