About this role
Wealth Advisor III at Truist. Location: Pensacola, Florida, United States. Role: advising clients, acquiring clients, managing relationships Requirements: Bachelor's degree; FINRA Series 7, Series 66, SIE and insurance licenses; 8+ years wealth management sales/client management experience; advanced credit and product knowledge; NMLS/SAFE compliance; Microsoft Office proficiency. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Certifications: series 7, series 66, sie, life insurance, health insurance, variable insurance, nmls, safe mortgage, cfp, ctfa, cfa, cpa, jd, mba, cpwa Commitment: Full Time Workplace: Onsite Languages: English