Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio. Responsible for ensuring that all business transactions and practices in the individual's span of control, comply with all regulations and the Truist Code of Conduct.
Essential duties and responsibilities include:
Required qualifications:
Preferred qualifications:
Client Advisory Center (CAC) Financial Advisor I • Atlanta, GA, United States
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