- Truist (Atlanta, GA)
- …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 (Dunwoody, GA)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... allocation objectives and policies. 3. Keep abreast of changing economic, legal , financial planning, investment trends and general market and business issues… more