- Wells Fargo (Allentown, PA)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. ... 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 (Allentown, PA)
- …sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions… more
- Truist (Allentown, PA)
- …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