Wealth Banking & Credit Advisor (Virtual
Job in
Winchester, Clark County, Kentucky, 40391, USA
Listed on 2026-08-15
Listing for:
Truist
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Truist is seeking a Wealth Private Advisor located virtually to deepen client relationships with Wealth segment clients, coordinating with PCG Financial Advisors to deliver Truist Wealth banking and credit solutions for clients with over $1MM in investments.
You will build partnerships with IRM colleagues, apply investments/banking/insurance/lending knowledge to recommend solutions, and ensure a flawless, compliant client experience.
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