Financial Advisor, Truist Investment Services, Columbia, SC

Truist Financial
Columbia
Workplace: OnsiteFull timeFunction: Finance & AccountingEducation: bachelorsSkills: ["Analytical","Problem-solving","Interpersonal","Persuasion","Relationship management","Organized","Self-motivated"]

Provide personalized investment advice to help clients achieve long-term financial goals by analyzing objectives, risk tolerance, and best interests. Source, grow, and retain client relationships while executing consultative sales strategies for securities and insurance. Lead client relationship management, maintain compliant records, stay current on Truist products and continuing education, and partner with internal Wealth and Commercial teams to uncover unmet client needs.

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Truist Financial
Truist Financial
2 days ago

Financial Advisor, Truist Investment Services, Columbia, SC

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Provide personalized investment advice to help clients achieve long-term financial goals by analyzing objectives, risk tolerance, and best interests. Source, grow, and retain client relationships while executing consultative sales strategies for securities and insurance. Lead client relationship management, maintain compliant records, stay current on Truist products and continuing education, and partner with internal Wealth and Commercial teams to uncover unmet client needs.
Location: Columbia
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting

Key Responsibilities

  • •Deliver personalized investment solutions aligned to clients' long-term goals by analyzing objectives and risk tolerance.
  • •Develop and maintain sales and service performance to increase assets under management through external networking and internal referrals.
  • •Use a consultative sales process to review investment plans regularly with clients.
  • •Lead overall client relationship management to deepen connections and loyalty; record transactions and inquiries and maintain customer files per regulatory policies.
  • •Stay current on Truist Wealth products and continuing education; establish partnerships with Wealth and Commercial teams and conduct educational seminars.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityTax Savings401kPaid LeavePaid HolidaysPensionRsus

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.
  • •Securities sales and client relationship management experience.
  • •Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills; organized and self-motivated.
Experience:Banking
Education:Bachelor's in Business, Accounting, Finance or Banking
Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship managementOrganizedSelf-motivated
Licenses:FINRA Series 7FINRA Series 66State health insurance licenseState life insurance license
Certifications:Certified Financial PlannerCFP
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