Truist is seeking a Wealth Private Advisor located virtually to deepen client relationships with Wealth segment clients, coordinating with PCG Financial Advisors to deliver Truist Wealth banking and credit solutions for clients with over $1MM in investments.
You will build partnerships with IRM colleagues, apply investments/banking/insurance/lending knowledge to recommend solutions, and ensure a flawless, compliant client experience.
#J-18808-LjbffrWealth Banking & Credit Advisor (Virtual) in lexington at Unknown Company
This position is listed as full time and onsite.