- Truist (Roanoke, VA)
- …deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are ... may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term...goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and… more
- Truist (Mclean, VA)
- …around banking, credit, and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point of contact for the Private Client Group ... Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for… more
- Truist (Mclean, VA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Truist (Oakton, VA)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Truist (Richmond, VA)
- …of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying ... by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and… more
- Truist (Williamsburg, VA)
- …below. Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which ... specialist where appropriate. 2. Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but not… more
- Truist (Norfolk, VA)
- …SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow ... revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long term strategic planning and overall training of the team. **ESSENTIAL… more
- Paychex (Alexandria, VA)
- …appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to ... sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative . + May be required to travel outside of geographical territory for… more
- Oracle (Richmond, VA)
- **Job Description** **NA Sales Representative , Data Platform - SLED (California - Justice and Public Safety)** **Overview** Are you a creative person who loves a ... you've been dreaming of as our Data Platform Sales Representative . If you have a passion for innovation in...appropriate partner to meet customer specifications. + Becomes trusted advisor to key customer influencers and decision makers. Drives… more
- Oracle (Richmond, VA)
- …new stakeholders and expansion opportunities. + Act as a strategic advisor , addressing client needs, resolving issues, and identifying opportunities to broaden ... Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided… more