About this role
Wealth Advisor at Truist Financial Corporation. Location: Philadelphia, Pennsylvania, United States. Role: acquiring clients, expanding services, delivering solutions Requirements: Wealth Advisor for high net worth clients; Bachelor's required; FINRA licenses (Series 7, Series 66, SIE); Life, Health, and Variable insurance licenses; 8+ years wealth management sales; strong client relationship and advisory skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, Financial planning software Certifications: series 7, series 66, sie, life insurance, health insurance, variable insurance Commitment: Full Time Workplace: Onsite Languages: English