Senior Wealth Advisor: Complex Banking & Investments
Truist Wealth
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Job summary
Truist Wealth is seeking a Senior Wealth Advisor to drive growth, profitability, and client retention by acquiring new clients and expanding services. You will lead complex banking relationships with in-house specialists, delivering tailored financial solutions through a collaborative team approach.
Candidates should have 8+ years in wealth management, FINRA licenses, and deep credit knowledge. A Bachelor's degree is required, with a track record in high net worth client management and
Job description
Truist Wealth is seeking a Senior Wealth Advisor to drive growth, profitability, and client retention by acquiring new clients and expanding services. You will lead complex banking relationships with in-house specialists, delivering tailored financial solutions through a collaborative team approach.
Candidates should have 8+ years in wealth management, FINRA licenses, and deep credit knowledge. A Bachelor's degree is required, with a track record in high net worth client management and
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