Financial Advisor, Truist Investment Services, Bristol, PA

Truist Financial
Bristol
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Client relationship management","Consultative selling","Analytical skills","Problem-solving","Interpersonal skills"]

Actively source and grow client relationships by delivering tailored investment advice, products, and solutions aligned to each client’s goals and risk tolerance. Execute consultative sales processes, maintain accurate transaction records, and keep client files up to date. Stay current on Truist Wealth products and complete required continuing education. Partner with retail branch teammates and internal groups to identify unmet client needs and deliver training and seminars while meeting FINRA and other regulatory standards.

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Truist Financial
Truist Financial
1 day ago

Financial Advisor, Truist Investment Services, Bristol, PA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Actively source and grow client relationships by delivering tailored investment advice, products, and solutions aligned to each client’s goals and risk tolerance. Execute consultative sales processes, maintain accurate transaction records, and keep client files up to date. Stay current on Truist Wealth products and complete required continuing education. Partner with retail branch teammates and internal groups to identify unmet client needs and deliver training and seminars while meeting FINRA and other regulatory standards.
Location: Bristol
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Develop and maintain a profitable level of securities and insurance sales through self-sourced prospecting and referrals, aligned with client segmentation and best interests.
  • •Partner with clients using a consultative sales process to review investment plans on a regular basis.
  • •Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly maintained.
  • •Stay knowledgeable of Truist Wealth products and complete continuing education requirements.
  • •Establish partnerships with retail branch teammates and internal business partners; conduct branch training sessions and investment product educational seminars, and adhere to regulatory and ethical standards.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
  • •FINRA Series 7 and 66 licenses (or 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, plus competence in Microsoft Office.
Education:Bachelor's in Business, Accounting, Finance or Banking
Skills:Client relationship managementConsultative sellingAnalytical skillsProblem-solvingInterpersonal skills
Licenses:FINRA Series 7FINRA Series 66FINRA 63FINRA 65State 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
WebsiteLinkedIn