- Bank of America (Wilson, NC)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Associate Wilson, North Carolina **Job Description:** At Bank of America, we are guided by a common...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- PNC (Rocky Mount, NC)
- …feel respected, valued and have an opportunity to contribute to the company's success. Financial Advisors are based within a bank branch and work within a ... helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of… 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
- Truist (Raleigh, NC)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible for the general servicing ... consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND...by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify… more