- Raymond James Financial, Inc. (Raleigh, NC)
- …clients of the company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists in the development of ... Duties and Responsibilities:** * Works in cohesion with other Virtual Financial Advisors to oversee over $2 billion in...banking industry. * Post issue product details spanning various annuity products. * Understand all aspects of variable … more
- Lincoln Financial (Raleigh, NC)
- …and initiatives, offering strategic guidance and technical leadership. As a trusted advisor , the Team Lead helps shape operational excellence by identifying process ... you'll be doing** * Serve as a technical subject matter expert and trusted advisor for your area, providing direction on complex projects and initiatives * Provide… more