Virtual Premier Wealth & Banking Advisor
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-06-19
Listing for:
SunTrust Investment Services, Inc.
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Banking & Finance, Financial Sales
Job Description & How to Apply Below
Sun Trust Investment Services, Inc. in Orlando, Florida is looking for a Client Relationship Manager to manage financially complex client portfolios within the mass affluent segment. The ideal candidate will have at least five years of financial services experience and hold relevant financial licenses including the Series 7 and SIE.
This role involves delivering personal financial planning and services, establishing relationships with clients, and achieving revenue targets. A strong knowledge of banking and investing is required.
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