Financial Advisor - Private Client Group

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

Provide distinctive, personalized investment advice that helps clients and prospects pursue long-term goals based on their risk tolerance and best interests. Deliver customized investment solutions, deepen client relationships, and grow assets under management through external networking and internal referrals. Manage consultative reviews of investment plans, support accurate transaction and inquiry recordkeeping, stay current on Truist Wealth products and continuing education, and conduct client/prospect educational seminars while meeting regulatory standards.

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Truist Financial
Truist Financial
1 day ago

Financial Advisor - Private Client Group

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Provide distinctive, personalized investment advice that helps clients and prospects pursue long-term goals based on their risk tolerance and best interests. Deliver customized investment solutions, deepen client relationships, and grow assets under management through external networking and internal referrals. Manage consultative reviews of investment plans, support accurate transaction and inquiry recordkeeping, stay current on Truist Wealth products and continuing education, and conduct client/prospect educational seminars while meeting regulatory standards.
Location: Memphis
Workplace: Remote
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Deliver personalized investment solutions aligned to clients’ 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 via networking and internal referrals, aligned with client segmentation and best interests.
  • •Conduct regular, consultative reviews of investment plans with clients.
  • •Manage client relationship strategies and ensure transactions, inquiries, and customer files are properly recorded to conform to regulatory policies.

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 (or 63 and 65 in lieu of 66) licenses.
  • •Applicable state health and life insurance licenses.
  • •Experience in securities sales and client relationship management.
  • •Organized, self-motivated with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Education:Bachelor's in Business, Accounting, Finance or Banking
Skills:Analytical thinkingProblem-solvingInterpersonal skillsPersuasionRelationship management
Licenses:FINRA Series 7FINRA Series 66Health 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