Financial Advisor, Truist Investment Services, Norfolk, VA

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

Source and grow client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Advise clients and prospects through analysis of objectives and consultative reviews of investment plans. Lead client relationship management strategies, drive securities and insurance sales through networking and referrals, and ensure proper transaction recording and regulatory compliance.

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Truist Financial
Truist Financial
2 months ago

Financial Advisor, Truist Investment Services, Norfolk, VA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Source and grow client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Advise clients and prospects through analysis of objectives and consultative reviews of investment plans. Lead client relationship management strategies, drive securities and insurance sales through networking and referrals, and ensure proper transaction recording and regulatory compliance.
Location: Virginia
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Actively source, deepen, grow, and retain client relationships by providing personalized investment advice across Truist offerings.
  • •Analyze client objectives and risk tolerance to recommend investment strategies and solutions aligned with clients’ best interests.
  • •Drive securities and insurance sales by executing opportunities through external networking and internal referrals.
  • •Conduct consultative reviews of investment plans on a regular basis and lead overall client relationship management strategies.
  • •Maintain accurate transaction records and customer files in compliance with regulatory policies, including FINRA and other regulatory bodies.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid Leave

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 in Business, Accounting, Finance or Banking
Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management
Licenses:FINRA Series 7FINRA Series 66State health and life insurance licenses
Certifications:CFPCIMA
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