- Truist (Columbia, MD)
- …and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products. 5. ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Truist (Coral Gables, FL)
- …and/or a sales assistant role. 4. Knowledge of securities markets and brokerage accounts. 5. Knowledge of the features and attributes of annuity products. 6. ... business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- City National Bank (Newark, DE)
- …Provide middle office support to Financial Advisors, Investment Relationship Officers, Assistant Investment Officers and licensed representatives in client ... Provide Sales and Administrative Support to Investment Officers and client requests across a broad range of brokerage...bank and CNS personnel as needed and keep CNS registered representatives apprised of significant client issues… more
- Atria Wealth Solutions (Dublin, CA)
- …CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Sales Assistant in the Dublin, CA area. About Patelco Credit Union Patelco Credit Union is ... other investment and financial services related training. + Conducts research on client and security information while maintaining and updating members' brokerage… more
- M&T Bank (Syracuse, NY)
- **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. **Primary ... and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. + Assist in… more