About this role
Premier Advisor - Houston, TX at Truist. Location: Houston, Texas, United States. Role: managing relationships, selling products, developing clients Requirements: Manage mass-affluent client portfolio, provide financial planning/advisory services, meet revenue and retention goals, and maintain required securities and insurance licenses. Category: Finance Seniority: Senior Level Tools: Microsoft Office Certifications: sie, series 7, series 66, series 63, series 65, insurance (life health variable), nmls, safe mortgage Commitment: Full Time Workplace: Onsite Languages: English