- Truist (Charlotte, NC)
- …experience and related training. 2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage ... identify existing client, account, and product attributes that present sales potential. 7 . Provide operational guidance to...products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66… more