- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities:** + Partner with Banking Consultant (BC) and Financial Advisor ( FA ) to provide sound financial advice, training and ... relationships and position as a key member of an FA 's and branch management's team. + Consistently conduct/complete branch...reviews, and call reports. + In conjunction with Banking Consultant , conduct regular team meetings with Cash, SBL and… more
- City National Bank (Houston, TX)
- …advisors to the City National Rochdale (CNR) Private Investment Counseling Service including the CNR portfolio analysis and proposal process (Galaxy Software). ... Assist the Senior Investment Consultant in developing a network of potential prospects, maintain...a network of potential prospects, maintain referral sources, learn sales techniques and provide full support to close and… more
Related Job Searches:
Consultant,
FA,
Sales,
Sales Consultant,
Service,
Service Sales,
Service Sales Consultant