Finanical Planning Officer, Truist Investment Services… | Rozgoo | Rozgoo

Truist

Richmond, US · On-site · Full-time

Finanical Planning Officer, Truist Investment Services Richmond, VA

₹60.0L – ₹60.0LPosted 9 days ago

Location: Richmond, US
Work mode: On-site
Employment: Full-time
Salary: ₹60.0L – ₹60.0L
Experience: Mid-level · 3+ yrs
Education: bachelor's

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About the role

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Acces…

Requirements

Bachelor's degree in finance, economics, or related field
Minimum 3 years experience in financial planning or advisory
Strong knowledge of investment products and financial regulations
Excellent client communication and interpersonal skills
Ability to analyze financial data and market trends
Certification such as CFP preferred

Skills

financial planning
investment analysis
client advisory
risk assessment
portfolio management
retirement planning
tax planning
financial regulations
certified financial planner
crm software
excel
accounting knowledge

About the company

Truist

Posted via Adzuna

How to apply

Apply Now takes you to Rozgoo, where auto-apply can submit your application for this role. Updated 9 days ago.

Truist

Finanical Planning Officer, Truist Investment Services Richmond, VA

₹60.0L – ₹60.0L