Round Rock, Texas

Premier Advisor - Austin / San Antonio

OnsitePosted 1 week ago

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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About Truist Bank