Mass Affluent Relationship Leader & Financial Advisor
Crump Life Insurance Svcs Inc
Truist Financial Corporation is seeking a Primary Relationship Manager for a mass affluent client portfolio. You will serve as the main advisor, delivering banking products and wealth planning support while coordinating with IRM partners. The role requires strong interpersonal and sales skills, with licensing and regulatory acumen. A bachelor’s degree in business or finance is required, and advanced certifications are a plus. Strong MS Office capabilities are expected. #J-18808-Ljbffr Crump Life Insurance Svcs Inc
Vacancy posted 2 hours ago
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