- Truist (Houston, TX)
- …A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio ... relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise… more
- CenterWell (Corpus Christi, TX)
- …and collaboratively in a fast-paced, team-oriented environment. + Strong knowledge in CRM software (Salesforce) and Microsoft Office suite. + This role ... + Provide regular updates to leadership on sales activities, lead funnel management , and market insights to support informed decision-making and strategic planning.… more
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