Truist Financial

4 weeks ago

Financial Advisor, Truist Investment Service, Richmond, VA

✓ 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

Actively source, grow, and retain client relationships by delivering personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Lead the strategic direction of the Financial Advisor team to increase assets under management through securities and insurance sales via networking and referrals. Manage client relationships, maintain compliant records, stay current on Truist Wealth products and continuing education, and host investment seminars for clients and prospects.

Location: Richmond

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Provide distinctive, personalized investment advice 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 and loyalty.
•Record transactions and inquiries, maintain customer files to regulatory policy, stay current on Truist Wealth products/education, and conduct investment seminars.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Holidays

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 in Business, Accounting, Finance or Banking

Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship managementSelf-motivatedOrganized

Licenses:FINRA Series 7FINRA Series 66Health and life insurance licenses

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

4 weeks ago

Financial Advisor, Truist Investment Service, Richmond, VA

✓ 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: Richmond

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Provide distinctive, personalized investment advice 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 and loyalty.
•Record transactions and inquiries, maintain customer files to regulatory policy, stay current on Truist Wealth products/education, and conduct investment seminars.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Holidays

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 in Business, Accounting, Finance or Banking

Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship managementSelf-motivatedOrganized

Licenses:FINRA Series 7FINRA Series 66Health and life insurance licenses

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