About this role
Wealth Business Advisor II at Truist. Location: Tampa, Florida, United States. Role: managing relationships, delivering presentations, sourcing lending Requirements: Bachelor's in business/finance,10+ years working with high net worth clients and lending experience,Series 7 & 66 (or within 90 days),SAFE/NMLS compliance, strong sales and presentation skills,Microsoft Office proficiency. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, CRM Certifications: series 7, series 66, safe mortgage licensing (nmls) Commitment: Full Time Workplace: Onsite Languages: English