Truist Financial

4 days ago

Financial Advisor, Truist Investment Services, New York, NY

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Actively build, deepen, and retain client relationships by delivering personalized investment advice aligned to clients’ goals, risk tolerances, and best interests. Analyze objectives to recommend financial strategies and maintain regular consultative reviews. Drive securities and insurance sales through networking and referrals, manage overall client relationship strategies, and ensure accurate transaction recording and regulatory compliance. Lead client educational seminars and partner with Wealth and Commercial teams to uncover unmet needs.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Deliver personalized investment solutions aligned to clients’ long-term financial goals.
•Set strategic direction for the Financial Advisor team to increase assets under management, sales, and service.
•Develop and maintain profitable securities and insurance sales through networking and internal referrals.
•Use a consultative sales process to review investment plans regularly with clients.
•Record transactions/inquiries and maintain customer files to conform to regulatory policies, including continuing education and ethical standards.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPensionEquityPaid Sick

Key Requirements

•Bachelor’s degree in Business, Accounting, Finance, or Banking (or equivalent education and related experience).
•FINRA Series 7 and 66 licenses (or Series 63 and 65 in lieu of 66).
•Applicable state health and life insurance licenses.
•Securities sales and client relationship management experience.
•Proficiency with Microsoft Office, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

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

Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management

Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65State health and life insurance licenses

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

Website LinkedIn

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Truist Financial

4 days ago

Financial Advisor, Truist Investment Services, New York, NY

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Deliver personalized investment solutions aligned to clients’ long-term financial goals.
•Set strategic direction for the Financial Advisor team to increase assets under management, sales, and service.
•Develop and maintain profitable securities and insurance sales through networking and internal referrals.
•Use a consultative sales process to review investment plans regularly with clients.
•Record transactions/inquiries and maintain customer files to conform to regulatory policies, including continuing education and ethical standards.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPensionEquityPaid Sick

Key Requirements

•Bachelor’s degree in Business, Accounting, Finance, or Banking (or equivalent education and related experience).
•FINRA Series 7 and 66 licenses (or Series 63 and 65 in lieu of 66).
•Applicable state health and life insurance licenses.
•Securities sales and client relationship management experience.
•Proficiency with Microsoft Office, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

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

Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management

Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65State health and life insurance licenses

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

Website LinkedIn