Truist Financial

1 week ago

Financial Advisor, Truist Investment Services, Pittsburgh, PA

✓ 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

Actively source and grow client relationships by delivering personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Use a consultative sales process to review investment plans regularly, deepen client loyalty, and manage securities and insurance sales through networking and referrals. Maintain accurate records and ensure compliance with FINRA and other regulatory standards, while staying current on Truist Wealth products and continuing education requirements.

Location: Pittsburgh

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Deliver personalized investment solutions to help clients reach 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 by executing opportunities from networking and internal referrals.
•Use a consultative process to partner with clients and regularly review investment plans.
•Maintain client relationship management and ensure accurate transaction records and customer files to comply with regulatory policies.

Pay and Benefits

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePension

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.
•Organized, self-motivated with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills; competent in Microsoft Office.

Education:Bachelor's

Skills:Analytical skillsProblem-solvingInterpersonal skillsPersuasionRelationship managementOrganizedSelf-motivatedConsultative sellingCustomer relationship management

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

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, Pittsburgh, PA

✓ 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: Pittsburgh

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Deliver personalized investment solutions to help clients reach 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 by executing opportunities from networking and internal referrals.
•Use a consultative process to partner with clients and regularly review investment plans.
•Maintain client relationship management and ensure accurate transaction records and customer files to comply with regulatory policies.

Pay and Benefits

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePension

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.
•Organized, self-motivated with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills; competent in Microsoft Office.

Education:Bachelor's

Skills:Analytical skillsProblem-solvingInterpersonal skillsPersuasionRelationship managementOrganizedSelf-motivatedConsultative sellingCustomer relationship management

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

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