Financial Advisor, Truist Investment Services, Reston, VA

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

Actively source, deepen, grow, and retain client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Advise clients and prospects, execute consultative sales processes, and manage ongoing investment plan reviews. Develop assets under management through networking and referrals, maintain accurate client records, complete regulatory continuing education, and collaborate with Wealth and Commercial teams to identify and fulfill unmet client needs.

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Truist Financial
Truist Financial
2 months ago

Financial Advisor, Truist Investment Services, Reston, VA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 48 minutes agoStatus: Live

Job Summary

Actively source, deepen, grow, and retain client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Advise clients and prospects, execute consultative sales processes, and manage ongoing investment plan reviews. Develop assets under management through networking and referrals, maintain accurate client records, complete regulatory continuing education, and collaborate with Wealth and Commercial teams to identify and fulfill unmet client needs.
Location: Virginia
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Provide personalized investment solutions to help clients pursue long-term financial goals.
  • •Set the strategic direction for 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.
  • •Conduct consultative reviews of investment plans with clients on a regular basis.
  • •Manage client relationship strategies, maintain required regulatory records, and ensure continuing education and ethical standards.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick Days

Key Requirements

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