Financial Advisor - Investment Services Group

Truist Financial
United States
Workplace: RemoteFull timeFunction: Capital Markets, Trading & QuantEducation: bachelorsSkills: ["Analytical","Problem-solving","Interpersonal skills","Relationship management","Self-motivated"]

Source, grow, and retain client relationships by delivering personalized investment advice and solutions aligned to clients’ goals and risk tolerance. Execute securities and insurance sales through self-prospecting and referrals, regularly review investment plans with clients, and ensure timely, accurate implementation and recordkeeping. Stay current on Truist Wealth products and continuing education, partner with internal teams to identify unmet needs, and lead client education sessions while maintaining FINRA and regulatory compliance.

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Truist Financial
Truist Financial
1 day ago

Financial Advisor - Investment Services Group

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 1 year ago

Job Summary

Source, grow, and retain client relationships by delivering personalized investment advice and solutions aligned to clients’ goals and risk tolerance. Execute securities and insurance sales through self-prospecting and referrals, regularly review investment plans with clients, and ensure timely, accurate implementation and recordkeeping. Stay current on Truist Wealth products and continuing education, partner with internal teams to identify unmet needs, and lead client education sessions while maintaining FINRA and regulatory compliance.
Location: United States
Workplace: Remote
Employment Type: Full time · Permanent
Job Function: Capital Markets, Trading & Quant

Key Responsibilities

  • •Source, deepen, grow, and retain client relationships while providing distinctive, personalized investment advice and solutions aligned to client goals and risk tolerance.
  • •Develop profitable securities and insurance sales through self-sourced prospecting and referrals, aligned to client segmentation and client best interests.
  • •Use a consultative process to review and update investment plans with clients on a regular basis.
  • •Implement investment decisions promptly and accurately, record transactions and inquiries, and maintain correctly completed client files.
  • •Stay knowledgeable of Truist Wealth products, complete continuing education, partner with internal teams, conduct training/seminars, and adhere to FINRA and other regulatory standards.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor’s degree in Business, Accounting, Finance, or Banking (or equivalent education and related experience).
  • •FINRA Series 7 and 66 licenses (63 and 65 in lieu of 66).
  • •Applicable state health and life insurance licenses.
  • •Securities sales and client relationship management experience.
  • •Strong analytical, problem-solving, interpersonal, and relationship-management skills; organized and self-motivated.
Education:Bachelor's in Business, Accounting, Finance or Banking
Skills:AnalyticalProblem-solvingInterpersonal skillsRelationship managementSelf-motivated
Licenses:FINRA Series 7FINRA Series 66FINRA 63FINRA 65State health insurance licenseState life insurance license
Certifications:Certified Financial Planner (CFP)CIMA
Languages:English
Tech Stack:Microsoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn