About this role
Premier Advisor - Lakeland, FL at Truist. Location: Lakeland, Florida, United States. Role: manage relationships, sell products, provide service Requirements: Bachelor’s in business/finance or equivalent; 5+ years financial services experience; advanced knowledge of financial planning and advisory concepts; active FINRA licenses (SIE, 7, 66) and insurance licenses; strong sales/relationship skills. Category: Sales Seniority: Mid Level Tools: Microsoft Office, Financial planning software Certifications: sie, finra series 7, finra series 66, life insurance, health insurance, variable life insurance, safe mortgage licensing act compliance Commitment: Full Time Workplace: Onsite Languages: English