Senior Mass Affluent Advisor & Relationship Lead
Truist Inc
Truist Wealth is seeking a seasoned relationship manager to oversee a portfolio of mass affluent clients in the Dallas area. You will deliver comprehensive banking, mortgage, planning, investments and insurance solutions using objective financial planning concepts.
You will collaborate with financial advisors and IRM partners to expand client relationships, meet revenue targets, and ensure a high level of service and regulatory compliance. Strong communication and sales skills are essential.
#J-18808-LjbffrVacancy posted 2 days ago
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