Overview: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book... of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily...
to the home office. Enter trades accepted by the Financial Advisor on the appropriate system. Maintain regular sales... with clients. Provide clients with product specific brochures or prospectuses when requested by the client or Financial Advisor...
Overview: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book... solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial...