Wealth Advisor: Client & Investment Strategy
Job in
Bartlett, Shelby County, Tennessee, USA
Listed on 2026-06-13
Listing for:
Truist
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
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Sales
Job Description & How to Apply Below
Truist is seeking a dedicated professional in Bartlett, TN, to manage client relationships and provide personalized investment advice and solutions. The role includes developing securities and insurance sales while maintaining compliance with regulatory standards.
The ideal candidate will have a bachelor’s degree, relevant FINRA licenses, and strong analytical skills. Truist offers comprehensive benefits, including medical, dental, and paid holidays for regular teammates.
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