• Legal Wealth Advisor

    Truist (Houston, TX)
    …1st shift (United States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going ... the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to… more
    Truist (04/30/25)
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  • Medical Wealth Advisor II

    Truist (Dallas, TX)
    …volunteer at committee level within non-profits in local market. 10. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork. ... book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within Legal ...of credit experience 4. Successful experience as a client advisor with proven results **General Description of Available Benefits… more
    Truist (04/30/25)
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  • Team Lead, Business Portfolio Manager

    S&P Global (Houston, TX)
    …members are not always direct reports. + Be a trusted partner and strategic advisor to the commercial team to help enhance our operational effectiveness and ensure ... and services changes. These teams include, among many, the Legal , Finance, Commercial Contract Support (CCS), Order Management (OM)...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
    S&P Global (03/04/25)
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