Wealth Strategist for Business Owners

truist

  • Dallas, TX
  • 2 days ago

    Highlights

    Truist, located in Dallas, Texas, is seeking a Wealth Business Advisor to manage a portfolio of affluent clients. This role involves developing strong client relationships and delivering financial services aimed at meeting their needs.

    Numbers & Facts

    LocationDallas, TX

    Description

    Truist, located in Dallas, Texas, is seeking a Wealth Business Advisor to manage a portfolio of affluent clients. This role involves developing strong client relationships and delivering financial services aimed at meeting their needs. The ideal candidate will have significant experience in relationship management and knowledge of personal financial planning. Joining Truist means being part of an organization that values excellence and offers a comprehensive benefits package.The position requires strong interpersonal and presentation skills, along with a Bachelor's degree and relevant experience. Truist promotes a diversity-inclusive workplace and offers competitive compensation along with a multitude of benefits.#J-18808-Ljbffr

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