- Truist (Palm Beach, 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
- PNC (Palm Beach Gardens, FL)
- …Decision Making - Extensive Experience Managing Multiple Priorities - Expertise Client Relationship Management - Working Experience Selling - Extensive Experience ... Background 1) Individual Insurance Producer 2) Worked in Multiple Systems (Mutual, Brokerage , Banking) 3) Experience in Team Based Situation 4) Background with… more