- DXC Technology (Tulsa, OK)
- …enhancing customer experience transformation **Registered Representative - Analyst I- FINRA Required** **Essential Job Functions-** . Provides service via ... for general service teams and enhanced QA review required for FINRA registered associates performing transactions on products with Variable investment feature (… more
- Atria Wealth Solutions (Marion, IN)
- …annual reviews with each client. + Develop, submit to Credit Union Service Organization for approval, and present education seminars/workshops on topics of interest ... plan for products and services offered through Credit Union Service Organization (CUSO). + Become familiar with all products...+ Ensure the Investment Department is in compliance with FINRA . + Maintain advertising and complaint files as required… more
- Atria Wealth Solutions (Corning, NY)
- …Pennsylvania, as well as their immediate family members. This role requires a FINRA series 7 licensed candidate who possesses the drive and passion to deliver ... the highest level of service to credit union members and clientele to help...quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the appropriate segments of… more
- Truist (Dacula, GA)
- …manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services ... clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish and periodically update understanding… more
- Truist (Dallas, TX)
- …Premier Bankers (In-Market and/or Virtual) to deliver the Truist Premier sales and service model achieving revenue and production goals by retaining and growing mass ... and business plan review process with each direct report. 4. Ensures industry leading service levels are delivered by Premier Bankers and that they are meeting or… more
- Atria Wealth Solutions (Sandusky, MI)
- …provide retirement and investment services to our customer base in and around our service area. Thumb Bank & Trust has been providing customers with outstanding ... service since 1895. Whether we are the new face...quarterly and/or yearly depending on client needs established by Representative . + Remain visible to the appropriate segments of… more
- Access Dubuque (Dubuque, IA)
- …path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs ... Industry Essentials(R), Series 6, Series 7, Series 63, and more + Certified Financial Planner(R) licensing support 2 + Fully company-funded retirement package and… more
- Atria Wealth Solutions (Cincinnati, OH)
- …$4.6 billion in assets and serving nearly 290,000 members. As a not-for-profit, full- service banking option, it has experienced significant growth over the years and ... place either monthly, quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the appropriate segments of the public to… more
- Atria Wealth Solutions (Fort Worth, TX)
- …place either monthly, quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the appropriate segments of the public to ... communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program… more
- Atria Wealth Solutions (Richmond, VA)
- …around the Richmond, Virgina area. Argent Credit Union is a full- service , not-for-profit financial cooperative headquartered in Chester Virginia with eight branch ... place either monthly, quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the appropriate segments of the public to… more