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Brokerage Client Services Specialist Financial Advisors
Job in
Winter Park, Orange County, Florida, 32792, USA
Listed on 2026-06-23
Listing for:
Truist
Full Time
position Listed on 2026-06-23
Job specializations:
-
Business
Financial Advisor
Job Description & How to Apply Below
Truist in Winter Park, FL is seeking an in-office position to assist Financial Advisors. Responsibilities include client servicing, administrative support, and business development assistance. You will manage appointments, handle trades, and provide operational guidance to advisors.
The ideal candidate holds a Bachelor’s degree, has experience in the securities industry, and possesses strong communication and telephone skills. Truist offers competitive benefits including health insurance and paid time off.
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