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Mass Affluent Financial Planning & Investment Advisor
Job Description & How to Apply Below
Truist in Norfolk, VA seeks a Senior Relationship Manager to service a portfolio of mass affluent clients, selling and delivering a broad range of fee-based and retail banking products while providing ongoing financial planning guidance.
You will collaborate with advisors, stay current on market trends, and drive revenue growth while ensuring regulatory compliance and high service standards. Requires SIE, Series 7/66 licenses and a Bachelor's in business/finance.
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