Financial Advisor, Truist Investment Services, Greenwich, CT

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

Actively source, grow, and retain client relationships by delivering personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Set the strategic direction of the Financial Advisor team to increase assets under management, sales, and service. Manage ongoing investment plan reviews, drive profitable securities and insurance sales through networking and referrals, and ensure accurate transaction recording and regulatory compliance. Conduct client/prospect educational seminars.

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Truist Financial
Truist Financial
1 month ago

Financial Advisor, Truist Investment Services, Greenwich, CT

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

Job Summary

Actively source, grow, and retain client relationships by delivering personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Set the strategic direction of the Financial Advisor team to increase assets under management, sales, and service. Manage ongoing investment plan reviews, drive profitable securities and insurance sales through networking and referrals, and ensure accurate transaction recording and regulatory compliance. Conduct client/prospect educational seminars.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Deliver personalized investment solutions to help clients achieve 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 networking and internal referrals aligned to client needs.
  • •Partner with clients using a consultative process to review investment plans regularly.
  • •Record transactions and inquiries accurately and maintain customer files to meet regulatory policies; uphold ethical and professional standards.

Pay and Benefits

Perks:MedicalDentalVisionLife InsuranceDisability401kPaid Leave

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.
  • •Competent skills in Microsoft Office; organized, self-motivated with strong analytical and interpersonal skills.
Education:Bachelor's in Business, Accounting, Finance, or Banking
Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management
Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Health insurance licenseLife insurance license
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