- Truist (Miami, FL)
- …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 (Miami, FL)
- …select professional firms, managing a portfolio of approximately 50-100 clients. The IWM Wealth Advisor 2 develops and maintains a portfolio of important revenue ... upon objective and sound personal financial planning and financial advisory concepts. An IWM Wealth Advisor 2 provides integrated delivery of a broad range of … more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Wealth Advisor II Canandaigua National Trust Company of Florida - Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida (CNTF) has been ... of personal service that builds long-term relationships. As a Wealth Advisor II of CNTF...responsibility for the administration and discharge of the bank's legal /fiduciary responsibility for all assigned trust and estate accounts.… more
- Truist (Tampa, FL)
- …States of America) **Please review the following job description:** The Wealth Credit Delivery Portfolio Manager is responsible for underwriting loan transactions, ... for new business-purpose (ie wholesale) credit requests. In addition, the Wealth Credit Delivery Senior Portfolio Manager proactively manages an assigned portfolio… more
- Citizens (Naples, FL)
- …The Private Client Relationship Manager II , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial ... Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and high-net-worth clients to exceed… more