Truist
Raleigh, North Carolina
Financial Planning Officer
Job details
- Location
- Raleigh, North Carolina
- Work type
- Onsite
- Posted
- May 6, 2026
- Apply on
- truist.wd1.myworkdayjobs.com
About this role
Bachelor’s degree; proven client relationship management; FINRA Series 7, 66 (or 63/65) and insurance licenses; strong written and presentation skills; able to present to management; proficient with Microsoft Office.
What you'll do at Truist:
- leading team
- engaging clients
- planning strategies
Apply to this Financial Planning Officer role at Truist with a tailored resume on ApplyBolt.