Truist Financial

1 week ago

Financial Advisor Truist Investment Services, Palm Beach Gardens, FL

✓ 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 and deepen client relationships by providing personalized investment advice aligned to clients’ goals, risk tolerances, and best interests. Deliver long-term financial guidance, use consultative sales to review investment plans, and grow assets under management through networking and referrals. Manage and maintain accurate client records to meet regulatory requirements, stay current on Truist Wealth products, and lead client education seminars.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Provide personalized investment solutions to help clients pursue long-term financial goals.
•Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
•Develop and maintain profitable securities and insurance sales through networking and internal referrals.
•Use a consultative sales process to review investment plans regularly with clients.
•Manage client relationships, maintain customer files to conform to regulatory policies, and adhere to Truist/FINRA ethical standards.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionEquity

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.
•Proficiency with Microsoft Office and strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

Education:Bachelor's in Business, Accounting, Finance or Banking

Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management

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

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

1 week ago

Financial Advisor Truist Investment Services, Palm Beach Gardens, FL

✓ 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

•Provide personalized investment solutions to help clients pursue long-term financial goals.
•Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
•Develop and maintain profitable securities and insurance sales through networking and internal referrals.
•Use a consultative sales process to review investment plans regularly with clients.
•Manage client relationships, maintain customer files to conform to regulatory policies, and adhere to Truist/FINRA ethical standards.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionEquity

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.
•Proficiency with Microsoft Office and strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

Education:Bachelor's in Business, Accounting, Finance or Banking

Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management

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

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