- Truist (Dallas, TX)
- …1st shift (United States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going ... the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to… more
- Truist (Dallas, TX)
- …volunteer at committee level within non-profits in local market. 10. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork. ... book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within Legal ...of credit experience 4. Successful experience as a client advisor with proven results **General Description of Available Benefits… more
- Comerica (Dallas, TX)
- …training, completing all other organization required compliance training. Stays current on fiduciary/tax/ legal changes that effect a client's wealth plan or ... Job Description Trust Administrator IIThe Trust Administrator II role will be responsible for serving as...routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various… more