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Wealth Management Specialist

2 months ago

Boca Raton, Florida, United States Truist Financial Corporation Full time
Key Responsibilities

As a Relationship Advisor at Truist Financial Corporation, you will play a key role in building and maintaining strong relationships with high net worth and ultra-high net worth clients.

  • Develop and deepen client relationships through needs-based, high-level client service, including:
  • Providing expert financial guidance to help clients achieve their financial goals and objectives
  • Collaborating with cross-functional teams to provide comprehensive solutions for clients, including investment management, financial planning, and wealth management services
  • Staying up-to-date on industry trends and best practices to provide expert advice and guidance

As a Relationship Advisor, you will have the opportunity to work with a diverse range of clients and develop a deep understanding of their financial needs and goals.

Our company is committed to providing a supportive and collaborative work environment that allows our employees to thrive and grow in their careers.