Client Advisory Center Financial Advisor I

Truist Financial
Orlando
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 6-10 yearsEducation: bachelorsSkills: ["Communications","Sales","Presentation","Organizational skills","Research","Compliance"]

Provide investment advice in a virtual client setting with an assigned book of business. Consult clients to uncover needs, offer holistic financial management, and match investment solutions to help build portfolios and strategies. Handle inbound client calls, answer questions to standards, and use technology to support client communication and portfolio planning. Ensure all transactions comply with regulations and the Truist Code of Conduct, and serve as a subject-matter expert while supporting training and referrals within advisor teams.

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Truist Financial
Truist Financial
22 hours ago

Client Advisory Center Financial Advisor I

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Last checked: 22 hours agoStatus: Live

Job Summary

Provide investment advice in a virtual client setting with an assigned book of business. Consult clients to uncover needs, offer holistic financial management, and match investment solutions to help build portfolios and strategies. Handle inbound client calls, answer questions to standards, and use technology to support client communication and portfolio planning. Ensure all transactions comply with regulations and the Truist Code of Conduct, and serve as a subject-matter expert while supporting training and referrals within advisor teams.
Location: Orlando
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Provide investment advice in a virtual environment with an assigned book of business.
  • •Independently handle inbound client calls, answer client questions, and look for sales opportunities.
  • •Consult with clients to uncover needs and opportunities to add value through holistic financial management.
  • •Demonstrate how investment solutions match individual needs to build client portfolios and strategies.
  • •Ensure transactions and practices comply with regulations and the Truist Code of Conduct; act as a subject-matter expert and assist with training and referrals.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •6-10 years of retail brokerage or securities industry experience.
  • •Strong communications, sales, presentation, and organizational skills with emphasis on proactive outbound calling.
  • •Demonstrated understanding of basic financial planning and asset allocation techniques and essential systems knowledge for trade execution.
  • •Highly organized knowledge of essential systems, policies/procedures, and investment products and services, including basic financial planning and asset allocation.
  • •Series 7 and 66 (or equivalent) registrations required; insurance licenses required to sell life, health, fixed annuities, and variable annuities. Undergraduate degree in business, accounting, or related field.
Experience:6-10 yearsRetail brokerageSecurities industry
Education:Bachelor's in business, accounting, or related field
Skills:CommunicationsSalesPresentationOrganizational skillsResearchCompliance
Licenses:Series 7Series 66Life insurance licenseHealth insurance licenseFixed annuities licenseVariable annuities license
Languages:English
Tech Stack:Virtual environmentTechnology

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