Truist Financial

9 months ago

Financial Advisor, Truist Investment Services, New York, NY

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Provide distinctive, personalized investment advice to grow and retain client relationships. Analyze client objectives and risk tolerance to recommend financial strategies and solutions, and deliver personalized investment offerings aligned to clients’ best interests. Use a consultative sales process to review investment plans regularly, deepen client relationship management, and manage securities and insurance sales. Maintain accurate records, stay compliant with FINRA and other regulators, and run client educational seminars.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

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 sales process to partner with clients and review investment plans on a regular basis.
•Manage client relationship strategies, record transactions accurately, and maintain customer files in line with regulatory policies.

Pay and Benefits

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPension

Key Requirements

•Bachelor's degree in Business, Accounting, Finance or Banking (or equivalent education and related experience).
•FINRA Series 7 and 66 licenses (or 63 and 65 in lieu of 66).
•Applicable state health and life insurance licenses.
•Securities sales and client relationship management experience.
•Competent skills in Microsoft Office and strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

Education:Bachelor's in Business, Accounting, Finance or Banking

Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship managementOrganized

Licenses:FINRA Series 7FINRA Series 66Health insurance licenseLife insurance license

Certifications:CFPCIMA

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

Website LinkedIn

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Truist Financial

9 months ago

Financial Advisor, Truist Investment Services, New York, NY

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

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 sales process to partner with clients and review investment plans on a regular basis.
•Manage client relationship strategies, record transactions accurately, and maintain customer files in line with regulatory policies.

Pay and Benefits

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPension

Key Requirements

•Bachelor's degree in Business, Accounting, Finance or Banking (or equivalent education and related experience).
•FINRA Series 7 and 66 licenses (or 63 and 65 in lieu of 66).
•Applicable state health and life insurance licenses.
•Securities sales and client relationship management experience.
•Competent skills in Microsoft Office and strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

Education:Bachelor's in Business, Accounting, Finance or Banking

Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship managementOrganized

Licenses:FINRA Series 7FINRA Series 66Health insurance licenseLife insurance license

Certifications:CFPCIMA

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

Website LinkedIn