Wealth Strategist for Affluent Business Owners

truist

  • Dallas, TX
  • 2 days ago

    Highlights

    You will develop and present financial plans, monitor client needs, and ensure a superior client experience across advisory and banking services.#J-18808-Ljbffr. You will deliver integrated wealth planning, investment management, insurance and lending solutions, coordinating with Wealth Advisors and Commercial RM to grow revenue.

    Numbers & Facts

    LocationDallas, TX

    Description

    Truist Wealth is seeking a seasoned advisor to manage a portfolio of high net worth business owner relationships within the Truist footprint. You will deliver integrated wealth planning, investment management, insurance and lending solutions, coordinating with Wealth Advisors and Commercial RM to grow revenue.You will develop and present financial plans, monitor client needs, and ensure a superior client experience across advisory and banking services.#J-18808-Ljbffr

    Similar Jobs