Financial Advisor - Private Client Group

Actively source, deepen, grow, and retain client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Provide consultative reviews of investment plans, lead client relationship management strategies to increase assets under management, and develop profitable securities and insurance sales through networking and referrals. Maintain accurate records, complete continuing education, and ensure compliance with Truist and FINRA regulatory standards.