UNKNOWN

FEED

S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Under limited supervision, uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals.

YEAR

Raymond James Financial Inc

Sales Development Associate-Bethesda, MD

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

HOUR

LPL Financial Holdings Inc

Advisor Licensing Program

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corp

Premier Advisor - Eldersburg, MD

Ensure the "Agency System" is executed effectively within the Agency to produce business results and to meet Agency scorecard objectives, by providing guidance and coaching to associates through midweek updates, weekly debriefs, observation and coaching, joint field activity, skill building/training sessions, and other available resources. Work with Staff Managers and Financial Representatives to schedule appointments to network and prospect with current and prospective clients, small businesses, community groups, as well as build relationships with local affinity groups.

At Western & Southern Life, we adhere to a basic principle: exceptional service to our policyholders. High-quality, personalized service has always been, and continues to be, our company's primary objective. Through our affiliate companies and a growing staff of financial representatives, we can help you with <a href="https://www.westernsouthern.com/wslife/products/life-insurance" target="_self">life insurance</a>, <a href="https://www.westernsouthern.com/wslife/services/retirement-planning" target="_self">retirement solutions</a> and evaluation of your financial needs and goals.
With 123 offices operating in 23 states and Washington D.C., as well as a Cincinnati-based contact center, you have access to financial representatives who will review your needs and work with you to find financial solutions that fit your budget. This personal touch has made us what we are today — a financial institution recognized throughout the industry for its outstanding strength and stability.
Western & Southern Life is a member of Western & Southern Financial Group — a Fortune 500 company headquartered in Cincinnati, Ohio — along with our strategic partners, Western-Southern Life Assurance Company and W&S Brokerage Services, Inc.

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Sales Development Associate-Bethesda, MD Raymond James Financial Inc

Advisor Licensing Program LPL Financial Holdings Inc

Premier Advisor - Eldersburg, MD Truist Financial Corp

Agency Manager Western & Southern Life

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