- Truist (Arlington, VA)
- … Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), ... a de novo circumstance [limited established portfolio of clients upon job entry ], serves to establish new managed portfolio of financially complex client… more
- Truist (Richmond, VA)
- …Preferred Qualifications: 1. Master's degree in business, accounting, finance, or banking . 2. Completion or enrollment in professional level certification ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation… more