- Truist (Mclean, VA)
- …to perform the essential functions. 1. Bachelor's Degree 2. 8 years or more of private banking experience in wealth -focused roles 3. FINRA: Series 7, Series ... America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination...knowledge of banking products and services, corporate banking & private banking arenas.… more
- Truist (Richmond, VA)
- … Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments 4. Knowledge of Operational ... Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor . **General Description of Available Benefits for Eligible Employees of… more
- Citigroup (Vienna, VA)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic… more
- Truist (Richmond, VA)
- …1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth , or Institutional Investment Management industry with 5+ years in ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management,… more