Financial Advisor - Investment Services Group

Truist Financial
Memphis
Workplace: RemoteFull timeFunction: SalesEducation: bachelorsSkills: ["Organized","Self-motivated","Analytical","Problem-solving","Interpersonal","Relationship management"]

Actively source, grow, and retain client relationships by providing distinctive, personalized investment advice and solutions aligned to each client’s goals and risk tolerance. Execute self-sourced prospecting and partner-driven referrals to deliver profitable securities and insurance sales. Review investment plans with clients regularly, implement investment decisions accurately, maintain client records, and deliver branch training and educational seminars while meeting 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: 17 hours agoStatus: Live

Job Summary

Actively source, grow, and retain client relationships by providing distinctive, personalized investment advice and solutions aligned to each client’s goals and risk tolerance. Execute self-sourced prospecting and partner-driven referrals to deliver profitable securities and insurance sales. Review investment plans with clients regularly, implement investment decisions accurately, maintain client records, and deliver branch training and educational seminars while meeting FINRA and other regulatory standards.
Location: Memphis
Workplace: Remote
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Source, deepen, grow, and retain client relationships by providing personalized investment advice and solutions.
  • •Develop and maintain profitable securities and insurance sales via prospecting and referrals, aligned to client segmentation and best interests.
  • •Use a consultative process to review investment plans regularly and implement investment decisions accurately.
  • •Record transactions and inquiries and ensure client files are correctly completed and maintained.
  • •Stay current on available Truist Wealth products, complete continuing education, partner with branch teammates, and conduct training and educational seminars.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree in Business, Accounting, Finance or Banking (or equivalent 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.
  • •Strong analytical, problem-solving, interpersonal, and relationship-management skills; organized and self-motivated.
Education:Bachelor's
Skills:OrganizedSelf-motivatedAnalyticalProblem-solvingInterpersonalRelationship management
Licenses:FINRA Series 7FINRA Series 66State health insurance licenseState life insurance license
Certifications:Certified Financial PlannerCFPCIMA
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