About this role
Wealth Advisor Associate at Truist. Location: Boca Raton or United States. Role: assisting advisors, identifying prospects, coordinating solutions Requirements: Bachelor's degree (min 3.0 GPA), obtain required securities and insurance licenses (SIE, Series 7, 63/65/66, life/health/variable), strong networking and presentation skills, Microsoft Office proficiency, team orientation, SAFE/NMLS compliance. Category: Sales Seniority: Entry Level Tools: Microsoft Office Certifications: sie, series 7, series 63, series 65, series 66, life insurance, health insurance, variable insurance, nmls, safe mortgage licensing act compliance Commitment: Full Time Workplace: Onsite Languages: English