About this opportunity
Truist lists this Wealth Strategy Advisor for High-Net-Worth Clients opportunity in cinnaminson township, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Truist Wealth Management seeks a Wealth Advisor for High Net Worth business owners within the Truist footprint. Develop and maintain a portfolio of financially complex revenue‑generating relationships, delivering planning, investments, trusts, insurance, credit and general banking services to affluent clients, partnering with Wealth Advisors to grow the business through WRAP.
Required: bachelor's degree and at least five years serving affluent clients, plus licenses such as NASD Series 7/66 and
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.