- Truist (Charlotte, NC)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... experience helpful **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or… more
- Truist (Charlotte, NC)
- …CFA, CIMA **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or ... to uncover needs and provide opportunities to add value through holistic financial management. Demonstrates how particular investment solutions match client's… more
- Truist (Charlotte, NC)
- …Banking School) **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or ... of the team * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting… more
- Truist (Charlotte, NC)
- … Software **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or ... request a reasonable accommodation. Send an email to Accessibility (###@ truist .com?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a… more
- Truist (Charlotte, NC)
- …management **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or ... below. Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which… more
- Truist (Charlotte, NC)
- …and 24 **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent ... of investment banking, capital markets, market, industry sector and/or financial products 5. Subject matter expert in the unique regulatory requirements for… more
- Truist (Charlotte, NC)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... time. 1. Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits… more
- Truist (Charlotte, NC)
- …success **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or ... request a reasonable accommodation. Send an email to Accessibility (###@ truist .com?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a… more
- Truist (Charlotte, NC)
- …sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to ... Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Truist (Charlotte, NC)
- …nCino **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or ... request a reasonable accommodation. Send an email to Accessibility (###@ truist .com?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a… more
- Truist (Charlotte, NC)
- …more years of related client service experience (eg banking, investment , financial planning) 12. Proficiency in Truist retail banking applications (eg Client ... Bi-lingual ability **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or… more
- Truist (Charlotte, NC)
- …Banking, Commercial Real Estate, and/or Lending 6. Understanding of the Registered Investment Advisor (RIA) industry and GIPS standards; FINRA licenses 7. ... management skills **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or… more
- Truist (Charlotte, NC)
- …Banking, Commercial Real Estate, and/or Lending 10. Understanding of the Registered Investment Advisor (RIA) industry and GIPS standards; FINRA licenses 11. ... management skills **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or… more
- Truist (Charlotte, NC)
- …the day-to-day Compliance Program obligations of GFOAS, which is an SEC Registered Investment Advisor ("RIA") to a private fund complex.** **GFOAS Compliance ... Manager (CRCM) **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or… more
- Truist (Charlotte, NC)
- …Series 4 **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent ... request a reasonable accommodation. Send an email to Accessibility (###@ truist .com?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a… more
- Truist (Charlotte, NC)
- …4 license **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or ... request a reasonable accommodation. Send an email to Accessibility (###@ truist .com?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a… more
- Truist (Charlotte, NC)
- … (CFTA) **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent ... years in the role as a Fiduciary Support Specialist, trust experience, investment , banking or financial planning-related client service experience, or equivalent… more