Premier Advisor - Tampa/St. Petersburg Truist Financial CorporationPremier Advisor - Tampa/St. PetersburgSaint Petersburg, FLUtilize 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. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor - Nokomis, FL Truist BankPremier Advisor - Nokomis, FLNokomis, FloridaUtilize 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. (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).
Director, Wealth Portfolio Management Hancock Whitney CorpDirector, Wealth Portfolio ManagementSt. Petersburg, FLResponsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems. The Director manages and provides guidance on all aspects of asset management client engagement including retention and sales materials; appropriate communication points; and discussion of the firm's economic and market outlook.
NewPremier Team Director - Naples / Fort Myers / Sarasota Truist Financial CorpPremier Team Director - Naples / Fort Myers / SarasotaSarasota, FLCompletion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA). Ensures industry leading service levels are delivered by Premier Bankers/Advisors and that they are meeting or exceeding individual production and growth expectations within deposits, lending, risk management, planning, mortgage and investments.
Premier Advisor - Nokomis, FL Truist Financial CorpPremier Advisor - Nokomis, FLNokomis, FLUtilize 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. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor - Tampa/St. Petersburg Truist Financial CorpPremier Advisor - Tampa/St. PetersburgSaint Petersburg, FLUtilize 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. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.