Financial Advisor - Private Client Group

Truist Financial
Raleigh
Workplace: RemoteFull timeFunction: SalesEducation: bachelorsSkills: ["Analytical","Problem-solving","Interpersonal","Persuasion","Relationship management"]

Provide distinctive, personalized investment advice to clients by analyzing objectives and risk tolerance, and delivering long-term financial solutions. Actively source and grow client relationships to increase assets under management while managing client connections, loyalty, and recurring reviews of investment plans. Drive securities and insurance sales through networking and referrals, lead educational seminars, and ensure accurate recordkeeping and ongoing compliance with FINRA and other regulatory standards.

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Truist Financial
Truist Financial
1 day ago

Financial Advisor - Private Client Group

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Last checked: 7 hours agoStatus: Live

Job Summary

Provide distinctive, personalized investment advice to clients by analyzing objectives and risk tolerance, and delivering long-term financial solutions. Actively source and grow client relationships to increase assets under management while managing client connections, loyalty, and recurring reviews of investment plans. Drive securities and insurance sales through networking and referrals, lead educational seminars, and ensure accurate recordkeeping and ongoing compliance with FINRA and other regulatory standards.
Location: Raleigh
Workplace: Remote
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Deliver personalized investment solutions aligned to clients' long-term goals, risk tolerance, and best interests.
  • •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.
  • •Use a consultative sales process to review investment plans regularly with clients.
  • •Maintain regulatory compliance by accurately recording transactions/inquiries and keeping customer files up to date.

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 (or 63 and 65 in lieu of 66) licenses.
  • •Applicable state health and life insurance licenses.
  • •Securities sales and client relationship management experience.
  • •Organized, self-motivated with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Education:Bachelor's
Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management
Licenses:FINRA Series 7FINRA Series 66State health insurance licenseState life 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