- Truist (Winter Park, FL)
- …investments, and insurance services. Acquire new clients by leveraging their external network and centers of influence in the community, while also leveraging the ... Truist referral network and provide comprehensive advice and solutions.. ESSENTIAL DUTIES...in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified… more