Mass Affluent Relationship Advisor
Truist
Truist in Nokomis, Florida, is looking for a primary relationship manager. You will manage a portfolio of financially complex client relationships, focusing on the mass affluent market segment. Your role involves delivering personalized banking solutions to clients and working proactively with advisors on investment accounts. Successful candidates should have a Bachelor's degree in finance, significant financial services experience, and advanced knowledge of personal financial planning. Strong relationship management skills and active FINRA licenses are vital. #J-18808-Ljbffr Truist
Vacancy posted 2 days ago
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