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Senior Premier Financial Planning Leader
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-07-10
Listing for:
Truist
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Truist is seeking a Premier Financial Planning Leader in Charlotte, NC. This role is crucial for enhancing client relationships and providing financial planning expertise to mass affluent clients. You will manage financial plans, deliver education to Bankers, and ensure client satisfaction through expert advice.
The ideal candidate will have strong technical knowledge in financial planning, proven interpersonal skills, and required certifications. This position offers a comprehensive benefits package including medical, dental, and 401(k) options.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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