About this role
Premier Advisor - Orlando, FL at Truist. Location: Orlando, Florida, United States. Role: managing portfolio, advising clients, driving growth Requirements: Bachelor's degree in business/finance; at least 5 years in financial services with banking/investment experience; FINRA licenses; strong relationship management and advisory skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM software, Financial planning software Certifications: sie, finra series 7, finra series 66, life insurance, health insurance, variable insurance, safe mortgage licensing act compliance Commitment: Full Time Workplace: Onsite Languages: English