Financial Advisor, Truist Investment Services, New York, NY

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

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.

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Truist Financial
Truist Financial
1 month ago

Financial Advisor, Truist Investment Services, New York, NY

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 11 months ago

Job Summary

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.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Deliver personalized investment solutions to support 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 by executing opportunities from networking and internal referrals.
  • •Review investment plans regularly using a consultative sales process.
  • •Manage client relationship strategies and ensure transactions, inquiries, and customer files are properly recorded and maintained to meet regulatory requirements.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

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.
  • •Competency with Microsoft Office software products and strong analytical, problem-solving, and interpersonal skills.
Education:Bachelor's
Skills:Analytical skillsProblem-solvingInterpersonal skillsPersuasionRelationship management
Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Health 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