Truist
Roswell or Alpharetta
Premier Advisor - Roswell or Alpharetta, GA
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Apply to Premier Advisor - Roswell or Alpharetta, GA at TruistJob details
- Location
- Roswell or Alpharetta
- Work type
- Onsite
- Posted
- 3 weeks ago
- Apply on
- truist.wd1.myworkdayjobs.com
About this role
Bachelor's in business/finance or equivalent experience; 5+ years financial services (or 1 year client relationship manager); active SIE, Series 7 and 66/63+65 and applicable insurance licenses; SAFE/NMLS mortgage compliance; strong sales and MS Office skills.
What you'll do at Truist:
- managing relationships
- developing clients
- providing advice
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