• Brokerage Financial Consultant

    Truist (Savannah, GA)
    …a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those ... 1. Willingness to pursue additional credentials in the wealth and investment fields. **General Description of Available Benefits for Eligible Employees of… more
    Truist (09/25/24)
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  • Premier Banker I or II - Decatur/Atlanta

    Truist (Savannah, GA)
    …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
    Truist (09/07/24)
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