Truist Financial

4 weeks ago

Financial Advisor, Truist Investment Services, Virginia Beach, VA

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Actively source, deepen, grow, and retain client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Help clients pursue long-term financial goals, execute consultative reviews of investment plans, and drive securities and insurance sales through networking and referrals. Manage and maintain client records to meet regulatory requirements and conduct educational seminars for clients and prospects.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Deliver personalized investment solutions to help clients achieve long-term financial goals.
•Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
•Develop and maintain securities and insurance sales by executing opportunities from external networking and internal referrals.
•Use a consultative process to partner with clients and review investment plans regularly.
•Manage client relationship strategies, maintain customer records, and meet regulatory and ethical standards.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick Days

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.
•Competent skills in Microsoft Office and strong analytical, problem-solving, and interpersonal skills.

Education:Bachelor's

Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management

Licenses:FINRA Series 7FINRA Series 66State health insurance licenseState life 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

Website LinkedIn

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Truist Financial

4 weeks ago

Financial Advisor, Truist Investment Services, Virginia Beach, VA

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Deliver personalized investment solutions to help clients achieve long-term financial goals.
•Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
•Develop and maintain securities and insurance sales by executing opportunities from external networking and internal referrals.
•Use a consultative process to partner with clients and review investment plans regularly.
•Manage client relationship strategies, maintain customer records, and meet regulatory and ethical standards.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick Days

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.
•Competent skills in Microsoft Office and strong analytical, problem-solving, and interpersonal skills.

Education:Bachelor's

Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management

Licenses:FINRA Series 7FINRA Series 66State health insurance licenseState life 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

Website LinkedIn