Senior Wealth Planning Strategist
Truist
Truist is seeking a skilled financial planner in Charlotte, NC, to manage high net worth financial and estate plans. The successful candidate will have a strong technical planning background and proven ability to lead clients towards financial goals, specifically for those with $5MM+ in assets. This role involves comprehensive wealth planning, collaboration with team members, and maintaining industry knowledge to drive positive client outcomes. Truist offers a range of generous benefits and is committed to equal opportunity employment. #J-18808-Ljbffr Truist
Vacancy posted 3 days ago
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