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Elite Mass Affluent Advisor & Relationship Leader

Truist

Truist seeks a seasoned relationship manager for a mass affluent portfolio, delivering a broad suite of banking, mortgage, planning, investments and insurance solutions. You will use financial planning concepts to deepen client relationships within the Truist footprint and partner with IRM specialists for integrated service. The role requires strong interpersonal and sales skills, a commitment to compliance, and proficiency with MS Office; broker/dealer licenses and insurance credentials are #J-18808-Ljbffr Truist

Vacancy posted 5 days ago
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