Job details
- Location
- Charlotte or Atlanta
- Work type
- Onsite
- Posted
- 6 days ago
- Apply on
- truist.wd1.myworkdayjobs.com
About this role
Bachelor's degree; 3-4 years financial services experience; FINRA licenses SIE, Series 79, and Series 63 or ability to attain within 120 days; advanced Microsoft Excel and PowerPoint proficiency; strong analytical and communication skills.
What you'll do at Truist:
- conducting research
- developing pitch materials
- managing client follow-up
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