- Truist (Collierville, TN)
- …or banking. 2. Mass Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified ... CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor , or ChFC(R) - Chartered Financial Consultant(R). 4. Completion of… more