- Truist (Atlanta, GA)
- …needs and provide opportunities to add value through holistic financial management. Demonstrates how particular investment solutions match client's individual ... may act as a working leader. Assists with the training of less experienced Financial Advisors in his/her own subject area of expertise. Work on small groups (pods)… more
- Truist (Atlanta, GA)
- …Provide service support via phone to self-directed brokerage clients as well as Financial Advisor assigned account holders with assistance from senior staff or ... acts as the service support team for Self-Directed, Centralized Advisor Center ( CAC ) assigned and Signature Advantage...to internal Client Advisory Center when aligns with clients' financial needs. 8. Serve as an advocate of the… more