- Truist (Miami, FL)
- …(United States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of ... book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms....deposits, loans, and investments. 4. Act as "face" of private practice within LSG firm relationship teams for assigned… more
- First Horizon Bank (Fort Lauderdale, FL)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning,… more