Financial Advisor - Investment Services Group

Truist Financial
United States
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Analytical","Problem-solving","Interpersonal","Relationship management","Organized"]

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.

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Truist Financial
Truist Financial
1 year ago

Financial Advisor - Investment Services Group

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Last checked: 19 hours agoStatus: Live

Job Summary

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.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Develop and maintain profitable securities and insurance sales through self-sourced prospecting and retail partner referrals.
  • •Use a consultative sales process to review clients’ investment plans regularly.
  • •Implement investment decisions accurately, record transactions/inquiries, and maintain complete client files.
  • •Stay knowledgeable of Truist Wealth products and complete continuing education requirements.
  • •Partner with retail branch and internal teammates, conduct training sessions and educational seminars, and follow Truist/FINRA ethical standards.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid 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.
  • •Organized, self-motivated with strong analytical, problem-solving, interpersonal, and relationship management skills.
Education:Bachelor's
Skills:AnalyticalProblem-solvingInterpersonalRelationship managementOrganized
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