Truist Financial

4 weeks ago

Financial Advisor, Truist Investment Services, Norfolk, 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

Provide distinctive, personalized investment advice to actively source, deepen, grow, and retain client relationships. Analyze client goals and risk tolerance to recommend financial strategies and solutions, and deliver personalized investment solutions for long-term goals. Lead consultative reviews of investment plans, manage securities and insurance sales through external networking and internal referrals, and maintain accurate client records to meet regulatory requirements. Conduct educational seminars and uphold professional and ethical standards.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Deliver personalized investment solutions aligned to clients’ 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 referrals while aligning to client best interests.
•Use a consultative sales process to review investment plans regularly with clients.
•Maintain transaction records and client files in compliance with regulatory policies.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

•Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
•FINRA Series 7 and 66 (63 and 65 in lieu of 66) licenses.
•Applicable state health and life insurance licenses.
•Securities sales and client relationship management experience.
•Competent skills in Microsoft Office software products.

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

Skills:Analytical thinkingProblem-solvingInterpersonal skillsPersuasionRelationship management

Licenses:FINRA Series 7FINRA Series 66Applicable state health and life insurance licenses

Certifications:FINRA Series 7FINRA Series 66Certified 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, Norfolk, 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: Sales

Key Responsibilities

•Deliver personalized investment solutions aligned to clients’ 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 referrals while aligning to client best interests.
•Use a consultative sales process to review investment plans regularly with clients.
•Maintain transaction records and client files in compliance with regulatory policies.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

•Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
•FINRA Series 7 and 66 (63 and 65 in lieu of 66) licenses.
•Applicable state health and life insurance licenses.
•Securities sales and client relationship management experience.
•Competent skills in Microsoft Office software products.

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

Skills:Analytical thinkingProblem-solvingInterpersonal skillsPersuasionRelationship management

Licenses:FINRA Series 7FINRA Series 66Applicable state health and life insurance licenses

Certifications:FINRA Series 7FINRA Series 66Certified 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