- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common ... for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls...to specialized sales teams and serving as a central entry point into a fully licensed financial services career.… more
- Truist (Bryan, TX)
- …a de novo circumstance [limited established portfolio of clients upon job entry ], serves to establish new managed portfolio of financially complex client ... services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish… more
- Truist (Dallas, TX)
- …prospect referrals. 6. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent ... procedures. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more