Truist Wealth Management seeks a Wealth Advisor for High Net Worth business owners within the Truist footprint. Develop and maintain a portfolio of financially complex revenue‑generating relationships, delivering planning, investments, trusts, insurance, credit and general banking services to affluent clients, partnering with Wealth Advisors to grow the business through WRAP.
Required: bachelor's degree and at least five years serving affluent clients, plus licenses such as NASD Series 7/66 and
#J-18808-LjbffrWealth Strategy Advisor for High-Net-Worth Clients in cinnaminson township at Unknown Company
This position is listed as full time and onsite.