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Truist
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Louisville, Kentucky
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Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU ... sound personal financial planning and financial advisory concepts to develop and deepen relationships
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Truist
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Louisville, Kentucky
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, identifying and understanding the client’s financial needs. Cross-trained to support sales and service ... referring the client to the appropriate branch team members or specialist.
Understand the
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Truist
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Bowling Green, Kentucky
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, identifying and understanding the client’s financial needs. Cross-trained to support sales and service ... referring the client to the appropriate branch team members or specialist.
Understand the
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Truist
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Calhoun, Kentucky
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, identifying and understanding the client’s financial needs. Cross-trained to support sales and service ... referring the client to the appropriate branch team members or specialist.
Understand the
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Truist
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Bowling Green, Kentucky
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, identifying and understanding the client’s financial needs. Cross-trained to support sales and service ... referring the client to the appropriate branch team members or specialist.
Understand the
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Truist
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Louisville, Kentucky
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. Provides financial solutions that meet client needs based on consultative conversations and referrals to ... consultative conversations and acting upon or referring more complex client needs or financial goals to other
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Truist
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Florence, Kentucky
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, identifying and understanding the client’s financial needs. Cross-trained to support sales and service ... referring the client to the appropriate branch team members or specialist.
Understand the
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Truist
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Louisville, Kentucky
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. 7+ years in the role as a Wealth Support Specialist or equivalent work-related experience
2 ... Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular
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Truist
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Owensboro, Kentucky
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, identifying and understanding the client’s financial needs. Cross-trained to support sales and service ... referring the client to the appropriate branch team members or specialist.
Understand the
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Truist
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Louisville, Kentucky
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, identifying and understanding the client’s financial needs. Cross-trained to support sales and service ... referring the client to the appropriate branch team members or specialist.
Understand the
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Truist
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Louisville, Kentucky
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, identifying and understanding the client’s financial needs. Cross-trained to support sales and service ... referring the client to the appropriate branch team members or specialist.
Understand the
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Truist
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Lexington, Kentucky
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, identifying and understanding the client’s financial needs. Cross-trained to support sales and service ... referring the client to the appropriate branch team members or specialist.
Understand the
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Truist
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Louisville, Kentucky
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. Provides financial solutions that meet client needs based on consultative conversations and referrals to ... consultative conversations and acting upon or referring more complex client needs or financial goals to other
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Truist
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Lexington, Kentucky
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pressure
Hands-on customer service experience in a financial services environment
Demonstrated ... Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20
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Truist
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Louisville, Kentucky
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. Provides financial solutions that meet client needs based on consultative conversations and referrals to ... consultative conversations and acting upon or referring more complex client needs or financial goals to other
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