Truist
Wyomissing, Pennsylvania
Premier Advisor - Wyomissing, PA
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Apply to Premier Advisor - Wyomissing, PA at TruistJob details
- Location
- Wyomissing, Pennsylvania
- Work type
- Onsite
- Posted
- 2 weeks ago
- Apply on
- truist.wd1.myworkdayjobs.com
About this role
Bachelor's in business/finance or equivalent experience; 5+ years financial services experience (or 1 year in a financial client relationship manager role); active SIE, Series 7, Series 66/63/65 and applicable insurance licenses; SAFE/NMLS mortgage compliance within required timelines; strong sales, interpersonal, and Microsoft Office skills.
What you'll do at Truist:
- managing relationships
- delivering solutions
- generating referrals
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