Financial Advisor - Investment Services Group

Actively source, deepen, and grow client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals and risk tolerance. Execute securities and insurance sales through self-sourced prospecting and retail partner referrals, maintain accurate client records, and stay current on Truist Wealth products and continuing education. Partner with retail branch teams, conduct training and seminars, and uphold professional and ethical standards set by Truist and FINRA.