- Truist (Arlington, VA)
- …the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Keep abreast of changing ... of a broad range of personal financial planning/advisory/insurance and investment management/ asset allocation concepts and understanding of retail credit and… more
- City National Bank (Richmond, VA)
- …of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and financial ... Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the...the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) *… more