Financial Advisor, Truist Investment Services, Reston, VA

Provide personalized investment advice and deliver financial strategies aligned to clients’ goals and risk tolerance. Grow and retain client relationships through consultative reviews of investment plans, networking, and internal referrals. Lead financial advisor team direction to increase assets under management, manage securities and insurance sales, and maintain accurate records in line with regulatory requirements. Conduct investment product educational seminars and coordinate with Wealth and Commercial partners to address unmet client needs.