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Financial Advisor Team Lead & Client Strategist
Job in
Lititz, Lancaster County, Pennsylvania, 17543, USA
Listed on 2026-07-01
Listing for:
Truist
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Truist in Lititz, PA, is seeking a Financial Advisor Support professional to provide consultative, sales, and technical support to Financial Advisors. This role involves assisting clients with their investment needs, managing relationships, and ensuring strategic direction for the team.
The ideal candidate will have a Bachelor's degree and 4 years of experience, including a year in the securities industry. Strong analytical and interpersonal skills are essential, along with FINRA Series 7 and 66 licenses.
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