Financial Advisor - Investment Services Group

Truist Financial
Nashville
Workplace: RemoteFull timeFunction: Capital Markets, Trading & QuantEducation: bachelorsSkills: ["Analytical","Problem-solving","Interpersonal","Relationship management","Organized","Self-motivated"]

Actively source and grow client relationships by delivering personalized investment advice, products, and solutions aligned to clients’ goals and risk tolerance. Use a consultative sales process to review and update investment plans regularly, execute and record investment decisions accurately, and maintain compliant client records. Build partnerships with retail branch and internal teams, lead training and educational seminars, and stay current on Truist Wealth products and required continuing education.

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Truist Financial
Truist Financial
1 day ago

Financial Advisor - Investment Services Group

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

Job Summary

Actively source and grow client relationships by delivering personalized investment advice, products, and solutions aligned to clients’ goals and risk tolerance. Use a consultative sales process to review and update investment plans regularly, execute and record investment decisions accurately, and maintain compliant client records. Build partnerships with retail branch and internal teams, lead training and educational seminars, and stay current on Truist Wealth products and required continuing education.
Location: Nashville
Workplace: Remote
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

Key Responsibilities

  • •Actively source and deepen client relationships to provide distinctive, personalized investment advice, products, and solutions aligned to client goals and risk tolerance.
  • •Use a consultative sales process to review investment plans regularly with clients.
  • •Implement investment decisions promptly and accurately, record transactions and inquiries, and maintain complete client files.
  • •Stay knowledgeable of Truist Wealth products and complete required continuing education.
  • •Partner with retail branch teammates and internal teams to identify unmet client financial needs and conduct training and educational seminars.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

  • •Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
  • •FINRA Series 7 and 66 (63 and 65 in lieu of 66) licenses.
  • •Applicable state health and life insurance licenses.
  • •Securities sales and client relationship management experience.
  • •Strong analytical, problem-solving, interpersonal and relationship management skills; organized and self-motivated.
Experience:BankingClient relationship management
Education:Bachelor's
Skills:AnalyticalProblem-solvingInterpersonalRelationship managementOrganizedSelf-motivated
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