3 banking advisor jobs at 2 companies in Amherst, VA
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Trust Advisor II
Richmond or Virginia Beach or Charlottesville
OnsiteFull Time
Truist Bank: North Carolina-chartered commercial bank serving retail and commercial clients with deposits, lending, payments, wealth, and trust services.
7+ YOEFour-year degree required, 7+ years fiduciary experience with business development and relationship management, strong communication, analytical skills, and proficiency with Microsoft products and proprietary bank platforms.
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
12+ YOESeries 7/63/65 (or Series 7/66) licensure expected or obtained within 90 days, SAFE Act registration when originating mortgages, 12+ years private banking/complex financial services experience, ability to drive new business for $3M+ investable assets.
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
12+ YOESeries 7/63/65 or Series 7/66 required (or willing to obtain within 90 days); SAFE Act registration for mortgage origination; 12+ years private banking/complex financial services experience; ability to drive new business for $3M+ investable assets; strong interpersonal and sales skills.