Financial Advisor, Truist Investment Services, McLean, VA

Truist Financial
Virginia
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Analytical","Problem-solving","Interpersonal","Persuasion","Relationship management","Self-motivated","Organized"]

Source and grow client relationships by delivering personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Analyze objectives to recommend strategies and solutions, execute consultative sales processes, and deepen loyalty through ongoing plan reviews. Drive securities and insurance sales through networking and referrals, manage client relationships and documentation for regulatory compliance, and deliver educational seminars while staying current on products and required continuing education.

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Truist Financial
Truist Financial
2 months ago

Financial Advisor, Truist Investment Services, McLean, VA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Source and grow client relationships by delivering personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Analyze objectives to recommend strategies and solutions, execute consultative sales processes, and deepen loyalty through ongoing plan reviews. Drive securities and insurance sales through networking and referrals, manage client relationships and documentation for regulatory compliance, and deliver educational seminars while staying current on products and required continuing education.
Location: Virginia
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Deliver personalized investment solutions aligned to clients’ long-term financial goals.
  • •Develop the strategic direction for the Financial Advisor team to increase assets under management, sales, and service.
  • •Execute consultative sales processes and regularly review investment plans with clients.
  • •Lead client relationship management strategies to deepen connections and loyalty.
  • •Ensure proper recording of transactions and inquiries and maintain customer files in line with regulatory policies.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
  • •FINRA Series 7 and 66 licenses (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, persuasion, and relationship management skills.
Education:Bachelor's
Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship managementSelf-motivatedOrganized
Licenses:FINRA Series 7FINRA Series 66FINRA 63FINRA 65Health insurance licenseLife insurance license
Certifications:CFP
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