- Truist (Winchester, VA)
- …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
- Wells Fargo (Mclean, VA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and… more
- Wells Fargo (Suffolk, VA)
- …and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… 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
- Wells Fargo (Virginia Beach, VA)
- …branch exams and regulatory requirements from an operational support perspective + Strong client service skills + Strong attention to detail and accuracy skills ... Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches,...as a liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in… more