- Truist (Tampa, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Bank of America (Lakewood Ranch, FL)
- …+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls ... Financial Solutions Advisor - Registered Candidate - Sarasota South Market Lakewood Ranch,...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more