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Strategic Virtual Small Business Advisor
Job in
McLean, Fairfax County, Virginia, USA
Listed on 2026-09-05
Listing for:
Crump Life Insurance Svcs Inc
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Truist Financial Corporation, McLean, VA, seeks a Small Business Direct Advisor to deliver relationship managed advice in a pooled model. You will assess client needs, discuss cash management and lending options, and coordinate with partners to ensure an exceptional client experience.
Required include a Bachelor’s degree in accounting or finance with 5+ years in small business banking relationship management, plus strong communication and computer skills.
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