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Senior Financial Planning Leader & Wealth Advisory Coach
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-06-03
Listing for:
Truist
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Truist is looking for a Premier Financial Planning Leader in Raleigh, North Carolina. In this role, you'll manage client financial plans and enhance client relationships through expert advice and planning.
This position requires strong expertise in subjects including income tax, retirement planning, and insurance, as well as a Bachelor's degree and CFP certification. Leadership experience is a plus, and you will need to maintain various financial licenses.
The role offers extensive benefits and opportunities for professional growth within a supportive work environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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