- Truist (Alpharetta, GA)
- …in credit request packages in a moderate sized or large homogeneous portfolio . Ensure packages are complete, accurate and thoroughly documented 2. Analyze and/or ... with client, verbally and in writing, on pending loan requests or portfolio management actions 4. Understand and articulate all Truist Wholesale Credit policies,… more
- Truist (Fort Washington, MD)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU (R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R)… more
- Truist (Ormond Beach, FL)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... and solutions.. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and… more
- Atria Wealth Solutions (Greensboro, NC)
- …determined by your manager . Purpose of the Job The Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic ... an ongoing relationship with members to periodically review their portfolio . The Financial Advisor II presents a...3-5 years financial services sales experience required. + LUTCF, CLU , ChFC, CRPC, or CFP designation or working towards… more