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Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.
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Graham offers eligible employees a comprehensive benefit package including medical, dental & vision coverage, PTO and holiday pay, retirement plans (defined contribution pension and 403 (b) thrift), and more.
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For more details on Truist's generous benefit plans, please visit our Benefits site (. Provides administrative and clerical support to staff by answering phones, typing, filing, copying, communicating with other departments and completing special projects.
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Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision. Process renewal business which may include locating files, preparing and mailing solicitor letters and/or.
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Completion 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.
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Defined Benefit retirement plan. 13 paid holidays- Excellent Benefit package. Assists with Emergency Preparedness and response. Serves as compliance officer and primary liaison between Public Health and facilities, municipalities, institutions, organizations, and county and state agencies.
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