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Premier Wealth Advisor Mass Affluent Clients
Job in
Lilburn, Gwinnett County, Georgia, 30247, USA
Listed on 2026-01-23
Listing for:
Truist
Full Time
position Listed on 2026-01-23
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A financial services company located in Lilburn, Georgia is searching for an experienced relationship manager to oversee a portfolio of mass affluent clients. This role involves developing and maintaining client relationships, providing comprehensive financial advisory services, and achieving revenue growth goals. Ideal candidates will have at least five years in financial services, strong interpersonal skills, and relevant licenses. The position offers benefits including medical and retirement plans.
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