Wealth Advisory Support Specialist
Truist
Truist is seeking a consultative support professional for a Financial Advisor team in the United States. You will collaborate with advisors to meet client needs, source prospects, and contribute to strategic planning and execution of the team's value proposition. Responsibilities include guiding goals/risk assessments, assisting with trades and information requests, and delivering client presentations while upholding FINRA and regulatory standards. #J-18808-Ljbffr Truist
Vacancy posted 9 hours ago
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