- Edward Jones (Fuquay Varina, NC)
- …clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with ... to serve clients and contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate trust and help them stay… more
- Wells Fargo (Charlotte, NC)
- …(Business Growth Strategy Associate ) in the National Sales Client Relationship Group as part of Wealth and Investment Management (WIM). In this ... role, consultants support Financial Advisors fielding inbound and outbound calls on annuity and retirement products. Consultants will build collaborative relationships with annuity companies and educate Financial Advisors on appropriate retirement strategies… more