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Financial Consultant Financial Advisor

Wealth Portfolio Client Services Specialist II

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Truist
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services corporation is seeking a Wealth Investment Support Specialist II in Atlanta, GA. This role involves providing essential investment support to affluent clients and advisors. Responsibilities include managing client transactions, maintaining records, and assisting with client presentations. The ideal candidate has 3-5 years of relevant experience, strong interpersonal skills, and excellent communication abilities. The position offers competitive benefits and is a regular, full-time role.
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