Financial Services Professional

4 days ago


Venice, Florida, United States Truist Financial Corporation Full time

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Provide personalized investment advice and solutions to clients, leveraging expertise in financial planning and wealth management.
  • Collaborate with internal partners to generate new business opportunities and deepen existing relationships.
  • Stay up-to-date on market trends and economic conditions to make informed investment recommendations.

Requirements:

  • Strong communication and interpersonal skills to build trust with clients.
  • Ability to analyze complex financial data and make informed recommendations.
  • Knowledge of financial products and services, including investments, insurance, and retirement planning.
  • Experience working in a fast-paced, dynamic environment.


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