- Truist (College Park, MD)
- …a de novo circumstance [limited established portfolio of clients upon job entry ], serves to establish new managed portfolio of financially complex client ... to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding....or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within… more
- Truist (Laurel, MD)
- … level certification programs such as Chartered Financial Analyst ( CFA ), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified ... or must be obtained within 100-180 days of job entry date. Active FINRA licenses must be transferred within...licenses must be transferred within 30 days of job entry date. 5. Minimum eight years' experience leading or… more