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Senior Financial Planning Leader & Wealth Advisory Coach

Truist

Truist is looking for a Premier Financial Planning Leader in Raleigh, North Carolina. In this role, you'll manage client financial plans and enhance client relationships through expert advice and planning. This position requires strong expertise in subjects including income tax, retirement planning, and insurance, as well as a Bachelor's degree and CFP certification. Leadership experience is a plus, and you will need to maintain various financial licenses. The role offers extensive benefits and opportunities for professional growth within a supportive work environment. #J-18808-Ljbffr Truist

Vacancy posted 1 day ago
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