Financial Advisor - Investment Services Group

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

Actively source and grow client relationships by delivering personalized investment advice aligned to clients’ goals and risk tolerance. You’ll execute prospecting and referrals, use a consultative sales process to review investment plans, and ensure transactions and client files are accurately maintained. The role also requires ongoing product knowledge and continuing education, partnering with internal teams to uncover client needs, and conducting 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: 4 hours agoStatus: Live
Reposted: similar role first listed 1 year ago

Job Summary

Actively source and grow client relationships by delivering personalized investment advice aligned to clients’ goals and risk tolerance. You’ll execute prospecting and referrals, use a consultative sales process to review investment plans, and ensure transactions and client files are accurately maintained. The role also requires ongoing product knowledge and continuing education, partnering with internal teams to uncover client needs, and conducting training and educational seminars while meeting FINRA and other regulatory standards.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Develop and maintain a profitable level of securities and insurance sales through prospecting and retail partner referrals.
  • •Use a consultative sales process to review investment plans with clients regularly.
  • •Implement investment decisions accurately, record transactions/inquiries, and maintain complete client files.
  • •Stay current on Truist Wealth products and complete continuing education requirements.
  • •Partner with retail branch teammates and internal business partners; conduct branch training sessions and investment seminars while adhering to FINRA and other regulatory standards.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysEquity

Key Requirements

  • •Bachelor's degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
  • •FINRA Series 7 and 66 licenses (with 63 and 65 in lieu of 66).
  • •Applicable state health and life insurance licenses.
  • •Securities sales and client relationship management experience.
  • •Organized, self-motivated with strong analytical, problem-solving, interpersonal, and relationship management skills; competent in Microsoft Office.
Education:Bachelor's in Business, Accounting, Finance or Banking
Skills:Analytical skillsProblem-solvingInterpersonal skillsRelationship managementSelf-motivated
Licenses:FINRA Series 7FINRA Series 66State health insurance licenseState life insurance license
Certifications:Certified Financial Planner (CFP)CIMA
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