Financial Advisor - Private Client Group

Truist Financial
United States
Workplace: RemoteFull timeFunction: Finance & AccountingEducation: bachelorsSkills: ["Analytical","Problem-solving","Interpersonal","Persuasion","Relationship management","Organized","Self-motivated"]

Provide personalized investment advice by analyzing clients’ objectives, risk tolerance, and best interests to deliver tailored long-term solutions. Source and grow client relationships, deepen overall relationship management, and drive securities and insurance sales through networking and referrals. Maintain accurate records and client files in line with regulatory requirements, stay current on Truist Wealth products and continuing education, and lead/participate in client seminars and educational outreach.

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Truist Financial
Truist Financial
1 day ago

Financial Advisor - Private Client Group

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Last checked: 9 hours agoStatus: Live

Job Summary

Provide personalized investment advice by analyzing clients’ objectives, risk tolerance, and best interests to deliver tailored long-term solutions. Source and grow client relationships, deepen overall relationship management, and drive securities and insurance sales through networking and referrals. Maintain accurate records and client files in line with regulatory requirements, stay current on Truist Wealth products and continuing education, and lead/participate in client seminars and educational outreach.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Finance & Accounting

Key Responsibilities

  • •Deliver personalized investment solutions to help clients work toward 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 external networking and internal referrals, aligned to best interests and client segmentation.
  • •Use a consultative sales process to review investment plans regularly with clients.
  • •Record transactions and inquiries properly, maintain compliant customer files, and adhere to FINRA and other regulatory standards.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveSick Days

Key Requirements

  • •Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
  • •FINRA Series 7 and 66 licenses (or 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; organized and self-motivated.
Education:Bachelor's in Business, Accounting, Finance or Banking
Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship managementOrganizedSelf-motivated
Licenses:FINRA Series 7FINRA Series 66Health insurance licenseLife 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
WebsiteLinkedIn