- Truist (Sarasota, 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 (Venice, FL)
- …the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in ... Financial Solutions Advisor - Registered Candidate - Venice Pines Venice, Florida **To...client requests and makes referrals to appropriate internal service providers based on client needs and… more