Financial Advisor - Investment Services Group

Truist Financial
Raleigh
Workplace: RemoteFull timeFunction: SalesEducation: bachelorsSkills: ["Analytical thinking","Problem-solving","Interpersonal skills","Relationship management","Self-motivation"]

Actively source, deepen, grow, and retain client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals and risk tolerance. Execute self-sourced prospecting and partner with retail branches and internal teams to identify unmet needs, review investment plans regularly, and implement investment decisions accurately. Maintain client records, stay current on Truist Wealth products and continuing education, and uphold FINRA and other regulatory standards.

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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: 4 hours agoStatus: Live

Job Summary

Actively source, deepen, grow, and retain client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals and risk tolerance. Execute self-sourced prospecting and partner with retail branches and internal teams to identify unmet needs, review investment plans regularly, and implement investment decisions accurately. Maintain client records, stay current on Truist Wealth products and continuing education, and uphold FINRA and other regulatory standards.
Location: Raleigh
Workplace: Remote
Employment Type: Full time
Job Function: Sales

Key Responsibilities

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

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid 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 (or 63 and 65 in lieu of 66).
  • •Applicable state health and life insurance licenses.
  • •Securities sales and client relationship management experience.
  • •Strong analytical, problem-solving, interpersonal, and relationship management skills, with competence in Microsoft Office.
Experience:Banking
Education:Bachelor's
Skills:Analytical thinkingProblem-solvingInterpersonal skillsRelationship managementSelf-motivation
Licenses:FINRA Series 7FINRA Series 66State 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