Financial Advisor - Client Advisory Center (CAC)

Truist Financial
Atlanta
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 6-10 yearsEducation: bachelorsSkills: ["Communication","Sales","Presentation","Organizational skills","Research","Policy interpretation"]

Provide investment advice to clients in a virtual environment with an assigned book of business. Handle inbound client calls, uncover client needs, and identify sales opportunities through holistic financial management and tailored investment strategies. Use technology to support client communication, portfolio strategy, and trade execution. Ensure compliance with regulations and the Truist Code of Conduct, serve as a subject matter expert, and support training for other Financial Advisors within your specialty.

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Truist Financial
Truist Financial
1 week ago

Financial Advisor - Client Advisory Center (CAC)

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Last checked: 4 hours agoStatus: Live

Job Summary

Provide investment advice to clients in a virtual environment with an assigned book of business. Handle inbound client calls, uncover client needs, and identify sales opportunities through holistic financial management and tailored investment strategies. Use technology to support client communication, portfolio strategy, and trade execution. Ensure compliance with regulations and the Truist Code of Conduct, serve as a subject matter expert, and support training for other Financial Advisors within your specialty.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Provide investment advice to clients in a virtual environment with an assigned book of business.
  • •Handle inbound calls independently while identifying sales opportunities and answering client questions within standards.
  • •Consult with clients to uncover needs and provide value through holistic financial management.
  • •Demonstrate how investment solutions match individual needs to build investment strategy and portfolio.
  • •Ensure business transactions and practices comply with all regulations and the Truist Code of Conduct; act as a subject matter expert and assist in training less experienced Financial Advisors.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysPensionEquity

Key Requirements

  • •6-10 years of retail brokerage or securities industry experience.
  • •Series 7 and 66 (or equivalent) registrations are required.
  • •Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities.
  • •Undergraduate degree in business, accounting, or related field.
  • •Strong communications, sales, presentation, and organizational skills with proactive outreach and outbound calling.
Experience:6-10 yearsRetail brokerageSecurities industryFinancial services
Education:Bachelor's in business, accounting, or related field
Skills:CommunicationSalesPresentationOrganizational skillsResearchPolicy interpretation
Licenses:Series 7Series 66Life Insurance licenseHealth Insurance licenseFixed Annuities licenseVariable Annuities license
Certifications:CFPCFACIMAMBA
Languages:English

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