Truist
Boca Raton or

Wealth Advisor Associate

OnsitePosted 1 week ago

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Job details

Location
Boca Raton or
Work type
Onsite
Posted
1 week ago
Apply on
truist.wd1.myworkdayjobs.com

About this role

Bachelor's degree (min 3.0 GPA), obtain required securities and insurance licenses (SIE, Series 7, 63/65/66, life/health/variable), strong networking and presentation skills, Microsoft Office proficiency, team orientation, SAFE/NMLS compliance.

What you'll do at Truist:

  • assisting advisors
  • identifying prospects
  • coordinating solutions

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About Truist

Truist
Boca Raton or