Wealth Strategist for Business Owners

truist

  • Houston, TX
  • 3 days ago

    Highlights

    The role involves providing financial planning, investment management, and personalized banking services to high net worth business owners. The ideal candidate will have a Bachelor's degree, strong experience in client relationship management, and must be skilled in delivering outstanding service.

    Numbers & Facts

    LocationHouston, TX

    Description

    Truist is seeking a financial advisor to manage a portfolio of affluent clients in Houston, Texas. The role involves providing financial planning, investment management, and personalized banking services to high net worth business owners.The ideal candidate will have a Bachelor's degree, strong experience in client relationship management, and must be skilled in delivering outstanding service. Successful applicants will enjoy a competitive benefits package and the opportunity for professional development.#J-18808-Ljbffr

    Similar Jobs