Financial Advisor, Truist Investment Services, Orlando, FL

Truist Financial
Orlando
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Analytical","Problem-solving","Interpersonal","Persuasion","Relationship management"]

Actively source, grow, and retain client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Use consultative selling to review investment plans regularly, manage overall client relationships, and develop securities and insurance sales through networking and internal referrals. Maintain accurate transaction records and regulatory compliance, stay current on Truist Wealth products through continuing education, and host investment education seminars for clients and prospects.

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Truist Financial
Truist Financial
1 month ago

Financial Advisor, Truist Investment Services, Orlando, FL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Actively source, grow, and retain client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Use consultative selling to review investment plans regularly, manage overall client relationships, and develop securities and insurance sales through networking and internal referrals. Maintain accurate transaction records and regulatory compliance, stay current on Truist Wealth products through continuing education, and host investment education seminars for clients and prospects.
Location: Orlando
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Deliver personalized investment solutions to help clients work toward long-term financial goals.
  • •Set the strategic direction of the Financial Advisor team to increase assets under management, sales, and service.
  • •Develop and maintain profitable securities and insurance sales through external networking and internal referrals.
  • •Use a consultative process to review investment plans regularly and deepen client connections.
  • •Maintain compliant transaction records and inquiries, stay current on Truist Wealth products, and conduct client/prospect investment education seminars.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysPension Plan

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, persuasion, and relationship management skills; organized and self-motivated.
Education:Bachelor's
Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management
Licenses:FINRA Series 7FINRA Series 66State 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