- Truist (Charlotte, NC)
- …and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to ... on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training… more