Truist seeks a Senior Wealth Advisor to manage a portfolio of high net worth business owners within the Wealth segment. You will deliver integrated wealth services including planning, investments, personal trust and estate planning, insurance and strategic credit, plus general banking to affluent clients.
Role requires presenting to groups, profiling client needs, and coordinating with internal partners to implement tailored financial plans.
#J-18808-LjbffrHigh Net Worth Wealth Advisor I – Business Owners in cincinnati at Unknown Company
This position is listed as full time and onsite.