- Truist (Charlotte, NC)
- …comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an ... advisor with ability to handle the most challenging, sensitive and complex banking relationships. * Focuses on targeted prospecting and developing relationships with… more
- Truist (Charlotte, NC)
- …consultative selling, and performance coaching techniques and their application in retirement, investment and personal financial planning. 2. Uses a consultative ... on functionality 4. Lead a team of Financial Planning Strategic Consultants 5. Establish personal and team goals and ensure they are achieved 6. Hire, manage, coach… more
- Capital One (Charlotte, NC)
- …talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity. Capital One is seeking an energetic, ... of the Audit team, the candidate will focus on operations of investment (securities and transactions). Responsibilities: + Lead small audits, or own completion… more