, along with developing new clients. Major Job Accountabilities Develops, recommends and implements a financial plan with investment... prospective customers for investment and insurance products and services in assigned branches. Conducts branch meetings...
Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients... Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds...