About this role
Wealth Advisor III at Truist Financial Corporation. Location: Philadelphia, Pennsylvania, United States. Role: grow revenue, acquire clients, lead relationships Requirements: Senior wealth advisor with 8+ years in wealth management; licenses (Series 7, 66, SIE) and insurance licenses; strong client development and credit/product knowledge. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, Investment platforms, Credit analysis tools Certifications: series 7, series 66, sie, life insurance, health insurance, variable insurance Commitment: Full Time Workplace: Onsite Languages: English