Financial Advisor, Truist Investment Services, Virginia Beach, VA

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

Deliver personalized investment advice to build and retain client relationships, analyzing goals and risk tolerance to recommend strategies and solutions. Execute on networking and referral opportunities to grow and maintain assets under management, while conducting regular plan reviews and client education seminars. Lead client relationship management, coordinate with internal wealth and commercial partners, and ensure accurate transaction recording and ongoing compliance with FINRA and other regulatory standards.

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Truist Financial
Truist Financial
2 months ago

Financial Advisor, Truist Investment Services, Virginia Beach, VA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Deliver personalized investment advice to build and retain client relationships, analyzing goals and risk tolerance to recommend strategies and solutions. Execute on networking and referral opportunities to grow and maintain assets under management, while conducting regular plan reviews and client education seminars. Lead client relationship management, coordinate with internal wealth and commercial partners, and ensure accurate transaction recording and ongoing compliance with FINRA and other regulatory standards.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Actively source, deepen, grow, and retain client relationships by providing distinctive, personalized investment advice.
  • •Advises clients and prospects by analyzing objectives and risk tolerance to determine suitable financial strategies and solutions.
  • •Deliver personalized investment solutions to help clients work toward long-term financial goals.
  • •Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
  • •Record transactions and inquiries, maintain customer files, and adhere to regulatory policies and ethical standards.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401kDisabilityPaid Leave

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.
  • •Organized and self-motivated with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Education:Bachelor's in Business, Accounting, Finance or Banking
Skills:Analytical skillsProblem-solvingInterpersonal skillsPersuasionRelationship management
Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65State 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