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Wealth Strategist - Private Bank Duties: Cultivates existing bank clients as well as internal and external business and personal contacts to identify and develop prospective clients. Researches prospect’s financial picture and ..
Summary The Loan Officer is responsible for making sales of RoundPoint loan packages though proactively soliciting and self-sourcing new residential mortgage business to meet RoundPoint’s loan quality and production goals. The ..
:text,ActualValueFromSolar:null},{QuestionName:Recruiter,AnswerValue:Stacey Morris,VerityZone:recruiterid,QuestionType:Multi-Select,ActualValueFromSolar:null},{QuestionName:Opportunity Overview,AnswerValue:u003cspan style=font-size:12px;\u003eu003cspan style=font-family:Arial,Helvetica,sans-serif;\u003eu003cstrongu003eREADYu003c/strongu003eu003cbru003eu003cbru003eIf you find yourself at a professional crossroads, a career as a Financial Advisor may be the right change for you. Financial Advisors partner with clients to ..