Financial Advisor, Truist Investment Service, Richmond, VA

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

Source, grow, and retain client relationships by delivering personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Analyze objectives to recommend financial strategies and solutions, using consultative sales processes and ongoing plan reviews. Manage overall client relationship strategies, execute external networking and internal referrals to drive securities and insurance sales, and ensure accurate transaction recording and regulatory compliance.

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Truist Financial
Truist Financial
2 months ago

Financial Advisor, Truist Investment Service, Richmond, VA

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

Job Summary

Source, grow, and retain client relationships by delivering personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Analyze objectives to recommend financial strategies and solutions, using consultative sales processes and ongoing plan reviews. Manage overall client relationship strategies, execute external networking and internal referrals to drive securities and insurance sales, and ensure accurate transaction recording and regulatory compliance.
Location: Richmond
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Provide distinctive, personalized investment advice and deliver solutions aligned to clients’ long-term financial goals.
  • •Advise clients and prospective clients by analyzing objectives and risk tolerance to determine suitable strategies and solutions.
  • •Drive securities and insurance sales through external networking and internal referrals, ensuring alignment to best interests.
  • •Use a consultative process to review investment plans regularly and deepen client relationships and loyalty.
  • •Record transactions and inquiries accurately, maintain customer files to regulatory policy, and adhere to FINRA and other regulatory standards.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •Bachelor’s degree in Business, Accounting, Finance, or Banking (or equivalent education and related experience).
  • •FINRA Series 7 and 66 licenses (or Series 63 and 65 in lieu of 66).
  • •Applicable state health and life insurance licenses.
  • •Experience in securities sales and client relationship management.
  • •Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills, with proficiency in Microsoft Office.
Education:Bachelor's in Business, Accounting, Finance or Banking
Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management
Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65State health insurance licenseState life insurance license
Certifications:CFP
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