OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc

This role can sit in Norfolk or Roanoke The Client Associate II provides administrative support to the Trust Advisors and/or the Client Advisors within Wealth Management. Position Accountabilities Serve as primary contact for clients. Handles or refers client questions and complaints to the appropriate advisor. Performs account administration duties as assigned by the Tru

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