Truist Financial

1 week ago

Financial Advisor, Truist Investment Services, Lancaster, PA

✓ 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

Provide consultative sales and technical support to Financial Advisors while helping them meet client needs and proactively sourcing prospective clients. Analyze client goals, objectives, and risk tolerance to recommend investment products and services, support trades and research, and deliver client presentations. Support relationship management, help drive securities and insurance sales through networking and referrals, and ensure adherence to Truist, FINRA, and other regulatory standards.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Help establish the Financial Advisor team’s strategic direction to increase revenue.
•Consult clients and prospects by analyzing goals, objectives, and risk tolerance to match them with investment products and services.
•Assist clients with trades, information requests, research, and account issues.
•Provide client relationship management support, including ongoing counsel, advice, and service initiatives.
•Support advisor sales growth by executing securities and insurance sales opportunities via external networking and internal referrals; prepare and deliver client presentations and ensure regulatory/ethical compliance.

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).
•4 years of professional experience, including 1 year of experience in the securities industry.
•FINRA Series 7 and 66.
•Applicable state health and life insurance licenses and jurisdictional registrations matching supported advisors.
•Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills with self-motivation.

Experience:4+ yearsSecurities industryWealthInvestment

Education:Bachelor's

Skills:OrganizedSelf-motivatedAnalyticalProblem-solvingInterpersonalPersuasionRelationship management

Licenses:State health insurance licenseState life insurance license

Certifications:FINRA Series 7FINRA Series 66

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

1 week ago

Financial Advisor, Truist Investment Services, Lancaster, PA

✓ 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

•Help establish the Financial Advisor team’s strategic direction to increase revenue.
•Consult clients and prospects by analyzing goals, objectives, and risk tolerance to match them with investment products and services.
•Assist clients with trades, information requests, research, and account issues.
•Provide client relationship management support, including ongoing counsel, advice, and service initiatives.
•Support advisor sales growth by executing securities and insurance sales opportunities via external networking and internal referrals; prepare and deliver client presentations and ensure regulatory/ethical compliance.

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).
•4 years of professional experience, including 1 year of experience in the securities industry.
•FINRA Series 7 and 66.
•Applicable state health and life insurance licenses and jurisdictional registrations matching supported advisors.
•Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills with self-motivation.

Experience:4+ yearsSecurities industryWealthInvestment

Education:Bachelor's

Skills:OrganizedSelf-motivatedAnalyticalProblem-solvingInterpersonalPersuasionRelationship management

Licenses:State health insurance licenseState life insurance license

Certifications:FINRA Series 7FINRA Series 66

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