
Premier Banking Relationship Advisor
Truist Financial, West Palm Beach, FL, United States
A financial services firm in West Palm Beach seeks a primary relationship manager to oversee a portfolio of affluent clients. The role involves developing personalized financial planning services, maintaining strong client relationships, and achieving revenue growth through client acquisition. Candidates should possess at least 5 years of experience in financial services, a Bachelor's degree, and relevant FINRA licenses. This position offers comprehensive benefits and career development opportunities.
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