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Strategic Wealth Advisor: Client & Guidance
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-06-03
Listing for:
Truist
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Truist in Miami is seeking a Financial Advisor to lead client consultations, assess investment needs, and establish strategic direction for revenue increases. Responsibilities include assisting clients with trades and relationship management while adhering to professional standards.
The ideal candidate will have a Bachelor's in Finance or a related field, 4 years of experience including in the securities industry, and be proficient in Microsoft Office. A supportive benefit package includes medical, dental, and 401k options.
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