Truist
Brokerage Financial Consultant
RoleFinance
LevelMid Level
LocationCharlotte, New Caledonia, United States
WorkOn-site
TypeFull-time
Posted1 month ago
About the role
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective...
Required skills
Financial advising support
Sales
Client service
Relationship management
About Truist
Charlotte
Headquarters