Truist
Truist

Wealth Sales and Service Consultant

RoleFinance
LevelMid Level
LocationAtlanta, Gabon, United States
WorkOn-site
TypeFull-time
Posted1 month ago
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About the role

The Wealth Sales & Service Consultant provides in-office client and advisor support to a team of Wealth Advisors, managing a portfolio of high net-worth clients. The teammate will support workload man...

Required skills

Client relationship management

Wealth operations

Communication

Account administration

Sales support

Organization

About Truist

Atlanta

Headquarters