Job details
- Location
- Round Rock, Texas
- Work type
- Onsite
- Posted
- 1 week ago
- Apply on
- truist.wd1.myworkdayjobs.com
About this role
Bachelor's degree in business, accounting, finance, or banking; 5+ years financial services experience or 1 year as financial client relationship manager; SIE, FINRA Series 7, 66, and insurance licenses; SAFE Act compliance; Microsoft Office proficiency.
What you'll do at Truist Bank:
- managing client relationships
- providing financial planning
- meeting revenue goals
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