Truist
Boca Raton or
Wealth Advisor Associate
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Apply to Wealth Advisor Associate at TruistJob 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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