- Truist (Atlanta, GA)
- …* MBA, JD, CPA, CFA or CFP * 5 years of proven experience leading and managing multi- regional wealth teams * Completion or enrollment in professional level ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing...typical Truist Wealth team is comprised of Wealth Advisors and Wealth Associates managing… more
- Truist (Atlanta, GA)
- …within the Advice and Planning Group: Strategy and Execution, Consulting, Centralized or Regional Team, GenSpring UHNW Advice and Planning. The role will have a ... strong focus on leading and managing their team(s) to deliver advice to clients and...advice and thought leadership in the field and across Wealth . Success is measured against the ability to positively… more