Premier Advisor - Northlake/Toco Hills

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Job Description Overview Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance (limited established portfolio of clients upon job entry), serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions. Following is a summary of the essential fu...

Ready to Apply?

Submit your application today and join our talented team at Cooper Lighting Solutions.