Truist Financial

4 weeks ago

Financial Advisor, Truist Investment Services, McLean, VA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Deliver personalized investment guidance and build long-term client relationships by analyzing objectives and risk tolerance to recommend strategies and solutions. Manage a Financial Advisor team’s direction to grow assets under management through consultative selling and networking/referrals. Lead ongoing portfolio reviews, ensure accurate transaction and client file maintenance, stay current with Truist Wealth products and continuing education, and meet FINRA and other regulatory standards.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Key Responsibilities

•Provide personalized investment solutions aligned to clients’ long-term financial goals, objectives, and risk tolerance.
•Grow assets under management by setting the strategic direction of the Financial Advisor team and increasing sales and service.
•Develop and maintain profitable securities and insurance sales through networking, internal referrals, and consultative sales.
•Conduct ongoing client plan reviews and lead client relationship management to deepen connections and loyalty.
•Ensure accurate transaction recording and properly maintained customer files while adhering to Truist, FINRA, and other regulatory standards.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid Leave

Key Requirements

•Bachelor’s degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
•FINRA Series 7 and 66 (or Series 63 and 65 in lieu of 66) licenses.
•Applicable state health and life insurance licenses.
•Securities sales and client relationship management experience.
•Proficiency with Microsoft Office and strong analytical, problem-solving, and interpersonal skills.

Education:Bachelor's

Skills:Analytical skillsProblem-solvingInterpersonal skillsPersuasionRelationship management

Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65

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

Website LinkedIn

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Truist Financial

4 weeks ago

Financial Advisor, Truist Investment Services, McLean, VA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Key Responsibilities

•Provide personalized investment solutions aligned to clients’ long-term financial goals, objectives, and risk tolerance.
•Grow assets under management by setting the strategic direction of the Financial Advisor team and increasing sales and service.
•Develop and maintain profitable securities and insurance sales through networking, internal referrals, and consultative sales.
•Conduct ongoing client plan reviews and lead client relationship management to deepen connections and loyalty.
•Ensure accurate transaction recording and properly maintained customer files while adhering to Truist, FINRA, and other regulatory standards.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid Leave

Key Requirements

•Bachelor’s degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
•FINRA Series 7 and 66 (or Series 63 and 65 in lieu of 66) licenses.
•Applicable state health and life insurance licenses.
•Securities sales and client relationship management experience.
•Proficiency with Microsoft Office and strong analytical, problem-solving, and interpersonal skills.

Education:Bachelor's

Skills:Analytical skillsProblem-solvingInterpersonal skillsPersuasionRelationship management

Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65

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

Website LinkedIn