Mass Affluent Relationship & Planning Advisor
Truist
Truist is seeking a relationship-focused professional to manage a mass affluent client portfolio, delivering banking, mortgage, planning, investments, and insurance solutions. You will collaborate with financial advisors and internal partners to provide comprehensive, integrated financial guidance. Qualified candidates bring 5+ years in financial services, strong sales and relationship skills, and appropriate FINRA and insurance licenses or the ability to obtain them within a few months. #J-18808-Ljbffr Truist
Vacancy posted 19 hours ago
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