- Truist (Washington, DC)
- …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
- TD Bank (Vienna, VA)
- …annuities, managed solutions and insurance as well as high net worth and brokerage referrals for the Stores which the Financial Advisors (FAs) cover. This job ... licensing, training, coaching, mentoring, ramp-up, Mass Affluent sales and Wealth & brokerage referrals. + Directly responsible for assuring FAs in the designated… more