- Truist (Lilburn, GA)
- …and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work ... experience working with clients dealing with banking, investments, and/or retail lending . (experience may include Retail, Wealth, Advisory, and/or Retail Lending… more
- Truist (Atlanta, GA)
- …are meeting or exceeding individual production and growth expectations within deposits, lending and investments. 5. Effectively work with various leaders within the ... affluent clients dealing with banking, investments, financial planning, or lending . 3. Advanced knowledge of a broad range of...for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, Series 24,… more