Truist
Financial Planning Officer
RoleFinance
LevelSenior
LocationRaleigh, New Caledonia, United States
WorkOn-site
TypeFull-time
Posted3 weeks ago
About the role
Responsible for the integration and application of financial planning tools and concepts into the overall service model of a Financial Advisor team, as well as client engagement. Work closely with the...
Required skills
Financial planning
Client engagement
Wealth management
Advisor support
Communication
About Truist
Raleigh
Headquarters