Wfa Registered Client Assoc -
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Wells Fargo -
Raleigh, NC
Provides sales practice support to the Financial Advisor. May solicit orders from clients and cold call potential clients under the direction of the Financial Advisor, while maintaining contact with and providing service to less active client accounts. Provides assistance to the Financial Advisor by furnishing account information and quotes, establishing new accounts, entering order tickets after being signed by the Financial Advisor and processing deliveries and/or payments. Performs various ad
From Wells Fargo -
30+ days ago
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