- Truist (Houston, TX)
- …plans, conducting investment research and completing client trades and transactions. 2 . Receive and place orders as directed from Financial Advisor and assigned ... of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use...1. Three years of experience in the securities industry. 2 . Previous sales and/or banking experience. 3.… more
- Truist (Houston, TX)
- …plans, conducting investment research and completing client trades and transactions. 2 . Receive and place orders as directed from FA and assigned clients. Reply ... must also meet ongoing regulatory requirements Preferred Qualifications: 1. Previous sales or banking experience. 2 . Previous experience in a call center or… more