- Truist (Daytona Beach, FL)
- …Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant ( CPA ). 5. Previous experience using ... and works virtual with clients. This is not a remote position.** Serve as primary relationship manager for a...personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue… more