Premier Wealth Advisor for Mass Affluent Clients
Truist
Truist is seeking a seasoned Relationship Manager to handle a portfolio of mass affluent clients within the Truist footprint. You will provide integrated banking, planning, investments and insurance guidance, leveraging the referral network to grow and retain assets. Strong client service, profiling, and regulatory compliance are essential. The role requires FINRA licenses (SIE/7/66) and insurance licenses or eligibility, plus collaboration with IRM partners to deliver comprehensive solutions. #J-18808-Ljbffr Truist
Vacancy posted 2 days ago
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