Financial Advisor - Private Client Group

Truist Financial
Tennessee
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantEducation: bachelorsSkills: ["Analytical thinking","Problem-solving","Interpersonal communication","Persuasion","Relationship management"]

Actively source and grow client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Advise clients and prospects through ongoing reviews of investment plans, manage overall relationship strategy to deepen loyalty, and drive securities and insurance sales via external networking and internal referrals. Ensure accurate transaction recording and compliance with FINRA and other regulatory requirements, while staying current on Truist Wealth products through continuing education.

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Truist Financial
Truist Financial
3 months ago

Financial Advisor - Private Client Group

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Last checked: 14 hours agoStatus: Live

Job Summary

Actively source and grow client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Advise clients and prospects through ongoing reviews of investment plans, manage overall relationship strategy to deepen loyalty, and drive securities and insurance sales via external networking and internal referrals. Ensure accurate transaction recording and compliance with FINRA and other regulatory requirements, while staying current on Truist Wealth products through continuing education.
Location: Tennessee
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

Key Responsibilities

  • •Deliver personalized investment solutions 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 sales process to partner with clients and review investment plans regularly.
  • •Lead client relationship management strategies and ensure compliance by recording transactions and maintaining customer files according to regulatory policies.

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 (or 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, persuasion, and relationship management skills, with strong organization and self-motivation.
Education:Bachelor's
Skills:Analytical thinkingProblem-solvingInterpersonal communicationPersuasionRelationship management
Licenses:FINRA Series 7FINRA Series 66FINRA 63FINRA 65State health insurance licenseState life insurance license
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
WebsiteLinkedIn