Financial Advisor, Truist Investment Services, New York, NY

Build and grow client relationships by delivering personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Serve as a consultative sales partner, increasing assets under management through securities and insurance sales via referrals and networking. Lead ongoing reviews of investment plans, manage client relationship strategies, and ensure accurate transaction recording and regulatory compliance, including continuing education. Also conduct investment product seminars for clients and prospects.